Investment adviser · CRD 150415
INTEGRITY RIA, LLC
Investment adviser filing (IA)
LAFAYETTE, LA, United States · Form ADV filed Jul 22, 2025
- Regulatory AUM
- $131M Form ADV · Item 5.F
- Client accounts
- 1,687 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 1,199 | $94,933,044 | 72.7% |
| High-net-worth individuals | 16 | $30,321,084 | 23.2% |
| Corporations & businesses | 11 | $2,712,468 | 2.1% |
| Retirement plans | Fewer than 5 | $2,564,937 | 2.0% |
Filing source
Form ADV 2005069 · Jul 22, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 22, 2025. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
221 SOUTHPARK RD SUITE C1LAFAYETTE, LA, 70508, United States
CRD 150415
Filing source
Form ADV 2005069 · Jul 22, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.