INTEGRITY ADVISORY PARTNERS LLC

Overview

Integrity Advisory Partners LLC is an independent registered investment advisor that focuses on serving individual and family clients with financial planning and portfolio management. The firm registered with the SEC in 2023 and is owned by an individual. Its advisory activity centers on delivering fee-based planning alongside advisory portfolio services for individuals and small businesses, using a mix of percentage-of-AUM billing and project/hourly or fixed fees. From an investment posture, Integrity Advisory Partners shows a clear preference for equities—exchange-traded securities constitute the dominant portion of client assets—while continuing to deploy third-party managers for select alternative exposures. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. Its business model leans toward client-directed mandates: the bulk of assets are managed on a non‑discretionary basis, emphasizing collaborative decision‑making with clients rather than broad discretionary trading authority.

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Location & Offices