Integritas Financial

Overview

Integritas Financial is a small, independent registered investment adviser serving individual and family clients, with advisory work that also covers small-business owners. The firm focuses on financial planning and discretionary portfolio management and charges a mix of percentage-of-AUM fees along with hourly and fixed-fee engagements. Its practice appears centered on direct portfolio construction using exchange-traded equities and pooled vehicles rather than broad multi-asset or institutional-style allocation mandates. Investment activity is concentrated in equities and mutual funds. The firm is not positioned as an active ESG investor and does not identify as a multi-state or pension consultant adviser. Integritas Financial does not present itself as a capital allocator to external alternative-fund platforms; the emphasis is on managing taxable and tax-advantaged accounts for a modest client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices