INTEGRITY CAPITAL MANAGEMENT
Firm details
- Headquarters
- KINGSPORT, Tennessee
- CRD number
- 142693
- Registered since
- January 4, 2010
- Website
- www.retirewithicm.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities4%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1PAMELA REHART
COOCRD 4467315
Contacts
3 of 3JOSEPH BAILEY
Investment AdvisorCRD 4078666
ANGELA WILLIAMS
Partner and Investment Advisor RepresentativeCRD 5188929
JOHN ATKINS
Partner and Investment Advisor RepresentativeCRD 4780060
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
ALDEBARAN FINANCIAL INC
RIAKINGSPORT, TN
ADVIPARTNER, LLC
RIAKINGSPORT, TN
FRONTSIGHT WEALTH ADVISORS, LLC
RIAKINGSPORT, TN
FLETCHER WEALTH MANAGEMENT, INC.
RIAKINGSPORT, TN
ELLIS FINANCIAL PLANNING
RIACLARKSVILLE, TN
MARSH WEALTH MANAGEMENT, LLC
RIAKNOXVILLE, TN