Integrated Capital Management, Inc.

RIASEC Registered

Total AUM

$232M

Discretionary

$232M

100% of AUM

Avg account

$251K

Accounts

926

Employees

Advisory reps

Firm details

Headquarters: Jessup, Pennsylvania
CRD number: 149489
Registered since: April 14, 2009
Website: www.icm-invest.com
Custodians: CHARLES SCHWAB & CO., INC., MATRIX SECURITIES, INC.
Fee structure: Percentage of AUM, Other
Client types: Individuals55.76%
State / Municipal Government26.09%
Pension & Profit Sharing Plans10.23%
HNWI7.14%
Charitable Organizations0.78%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Integrated Capital Management, Inc. is an independent, individually owned registered investment adviser that has been SEC‑registered since 2009. The firm serves both individual and family clients as well as institutional accounts, providing portfolio management for individuals/small businesses and for businesses or institutions, and offering pension consulting services. Its primary fee model is a percentage of assets under management, with some additional fee arrangements described as "other." Investment implementation leans heavily on pooled vehicles and publicly traded funds, and the firm identifies itself as an active ESG investor—suggesting ESG factors are integrated into manager or product selection. Integrated Capital Management is not structured as a capital allocator; instead it deploys client assets through third‑party vehicles and custodial relationships.