INTEGRITY CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2010
Total AUM
$181M
Discretionary
$181M
100% of AUM
Avg account
$375K
Accounts
482
Employees
4
Advisory reps
4

Firm details

Headquarters
KINGSPORT, Tennessee
CRD number
142693
Registered since
January 4, 2010
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI62.83%
  • Individuals37.17%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Integrity Capital Management is an independent, SEC-registered RIA formed as an LLC and operating since 2010. Ownership is held by an individual principal and the firm focuses on serving individuals and families, with advisory services built around financial planning and portfolio management for individuals and small businesses. Its billing model combines a percentage-of-AUM fee with hourly charges for advisory work. The firm does not self-identify as an active ESG investor, is not organized as a multi-state adviser, and does not present itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 92%, Exchange Traded Equities 4%, Cash & Cash Equivalents 4%92%
  • Public Funds/Mutual Funds92%
  • Exchange Traded Equities4%
  • Cash & Cash Equivalents4%

Owners & executives

1 of 1
  • PAMELA REHART

    COOCRD 4467315

Contacts

3 of 3
  • JOSEPH BAILEY

    Investment AdvisorCRD 4078666

  • ANGELA WILLIAMS

    Partner and Investment Advisor RepresentativeCRD 5188929

  • JOHN ATKINS

    Partner and Investment Advisor RepresentativeCRD 4780060

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

KINGSPORT, TN

SULLIVAN

Location

KINGSPORT, TN

Headquartered in KINGSPORT, TN, anchoring the Johnson City-Kingsport-Bristol, TN-VA metro in the South.

Metro area
Johnson City-Kingsport-Bristol, TN-VA
Region
South
County
SULLIVAN
Address
444 Clinchfield St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth