Integrated Capital Management Company, Inc.

Overview

Integrated Capital Management Company, Inc. is a small, corporate-structured registered investment advisor that focuses on portfolio management for individuals and small businesses. The firm operates as a domestic entity with individual ownership and charges clients on a percentage-of-AUM basis. Its investment posture is equity‑centric: the advisor shows a clear preference for exchange‑listed securities and uses discretionary management to implement client portfolios. Integrated Capital Management does not identify as an active ESG investor and does not appear to operate across multiple states. Client relationships appear concentrated and personalized—service is targeted to individual and family clients rather than institutional sponsors or pension plans. The firm’s activities emphasize direct portfolio management rather than manager-of-managers or pension consulting work.

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Public Holdings

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Location & Offices