INTEGRITY FINANCIAL ADVISORS, LLC

Overview

Integrity Financial Advisors, LLC is an independent registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm positions itself as a capital allocator, combining discretionary portfolio management with relationships to outside managers when specialist capabilities are required. Its fee model is primarily a percentage of assets under management, with other fee arrangements used where appropriate. The firm does not identify as an active ESG investor. Investment activity centers on manager selection and use of pooled public funds for core exposures, while allocating to private and alternative strategies through third‑party managers. The adviser works with both individual and family clients as well as institutional accounts, and its practice blends customized account management with recommended mutual fund allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices