Hedge Fund Database

INTEGRITY FINANCIAL CORPORATION

Adviser information for INTEGRITY FINANCIAL CORPORATION last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Wyoming, United States

Employees

Total Number of Employees 21
Investment Advisory/Research 18
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 18
Licensed Agents of an Insurance Company 18
No. of Firms/People that Solicit Clients 2

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,466 $451.0M
Non-Discretionary 163 $98.2M
Total 1,629 $549.1M

Clients

Type Number RAUM
Individuals 1,193 $134.4M
HNW Individuals 217 $250.4M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 1 $23.3M
Pension and profit sharing plans 189 $111.7M
Charitable organizations 5 $3.7M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 24 $25.6M
Other 0 $0
Type Number
No. of Non-RAUM Clients 328
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1000

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPension consulting servicesEducational seminars/workshops
Compensation % of AUM

Identifiers

SEC RIA File Number 801-107275
SEC ERA File Number 801-107275
SEC CIK Numbers 1917704
SEC CRD Numbers 137125
Legal Entity Identifier None

Principal Office

2515 WARREN AVE, SUITE 500
CHEYENNE
WY
United States
Monday - Friday, 8 AM - 5 PM
Tel: 8007944015, Fax: 8008583010

Websites

www.linkedin.com/company/integrity-financial-corporation_2 www.integrity.financial

Chief Compliance Officer

DEANN NICHOLE CROSS
CHIEF OPERATING OFFICER
2821 NORTHUP WAY
SUITE 120
BELLEVUE
WA
United States
Tel: 800-794-4015
Fax: 800-858-3010
(Full email address available in API data)

Regulatory Contact

KRISTOFER GRAY
PRESIDENT
24955 PACIFIC COAST HIGHWAY
SUITE B202
MALIBU
CA
United States
Tel: 800-794-4015
Fax: 800-858-3010
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
GRAY, KRISTOFER, RYAN Individual – PRINCIPAL 08/2004 > 75%
CROSS, DEANN, NICHOLE Individual – CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER 09/2013 < 5%
ARCHER, SARAH, JHALEH Individual – CHIEF INVESTMENT OFFICER 09/2013 < 5%
WILSON, SCOTT, ADAM Individual – CHIEF FINANCE OFFICER 04/2020 < 5%

No. Employees, Historic

3015020202021202220232024202520 on 3/26/202020 on 6/11/202020 on 6/24/202020 on 9/18/202022 on 3/24/202122 on 4/9/202122 on 9/15/202119 on 3/31/202219 on 5/25/202219 on 11/22/202221 on 3/24/202321 on 4/21/202321 on 3/26/2024

RAUM, Historic

600M300M0202020212022202320242025292994082 on 3/26/2020292994082 on 6/11/2020292994082 on 6/24/2020292994082 on 9/18/2020360911867 on 3/24/2021360911867 on 4/9/2021360911867 on 9/15/2021553328309 on 3/31/2022553328309 on 5/25/2022553328309 on 11/22/2022462712810 on 3/24/2023462712810 on 4/21/2023549126443 on 3/26/2024

No. Clients, Historic

2,0001,00002020202120222023202420251365 on 3/26/20201365 on 6/11/20201365 on 6/24/20201365 on 9/18/20201436 on 3/24/20211436 on 4/9/20211436 on 9/15/20211556 on 3/31/20221556 on 5/25/20221556 on 11/22/20221474 on 3/24/20231474 on 4/21/20231629 on 3/26/2024

Holdings

From latest 13F, filed July 30th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABCELLERA BIOLOGICS INC COM 36K 12K –
ALPHABET INC CAP STK CL C 2M 9K –
ALPHABET INC CAP STK CL A 1M 7K –
AMAZON COM INC COM 2M 10K –
AMPLIFY ETF TR BLOCKCHAIN LDR 436K 12K –
AMPLIFY ETF TR AMPLIFY ALTERNAT 2K 569 –
APPLE INC COM 6M 28K –
ATHIRA PHARMA INC COM 87K 33K –
BANK AMERICA CORP COM 582K 15K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 1M 4K –
BLACKROCK INC COM 384K 488 –
BLUE OWL CAPITAL CORPORATION COM 408K 27K –
BOEING CO COM 305K 2K –
BROWN & BROWN INC COM 3M 36K –
CISCO SYS INC COM 436K 9K –
CITIGROUP INC COM NEW 324K 5K –
COMCAST CORP NEW CL A 214K 5K –
COMPASS INC CL A 72K 20K –
COSTCO WHSL CORP NEW COM 870K 1K –
DEERE & CO COM 430K 1K –
ECOLAB INC COM 214K 900 –
EXXON MOBIL CORP COM 228K 2K –
FIDELITY MERRIMACK STR TR TOTAL BD ETF 781K 17K –
FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 158K 1K –
FIRST TR EXCHANGE TRADED FD INTL EQUITY OPP 429K 9K –
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 2M 19K –
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 14K 68 –
FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 7K 208 –
FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 122K 4K –
FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 4M 84K –
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 6M 116K –
FIRST TR EXCHNG TRADED FD VI VEST US EQUITY E 6K 202 –
FIRST TR EXCHNG TRADED FD VI FT VEST NASDAQ 1 105K 5K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT E 94K 3K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 312K 9K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 168K 5K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 142K 4K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 25K 737 –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 43K 1K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 221K 6K –
FIRST TR EXCHNG TRADED FD VI FT VEST NAS 115K 4K –
FIRST TR EXCHNG TRADED FD VI FT VEST INTER EQ 2M 98K –
FIRST TR EXCHNG TRADED FD VI FT VEST NAS 236K 8K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 2M 54K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 1M 36K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 2M 41K –
FIRST TR EXCHNG TRADED FD VI FT VEST US 532K 14K –
FIRST TR EXCHNG TRADED FD VI FT VEST NAS 16K 618 –
FIRST TR EXCHNG TRADED FD VI FT VEST INTE 893K 38K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 710K 17K –
FIRST TR EXCHNG TRADED FD VI FT VEST UQ EQT 325K 8K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 455K 12K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 337K 8K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 687K 17K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 1M 28K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 1M 37K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 1M 24K –
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 4M 123K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 1M 30K –
FIRST TR EXCHNG TRADED FD VI FT VEST US 1M 26K –
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 203K 5K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 288K 7K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 2M 46K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S. 514K 14K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 588K 13K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 557K 12K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 1M 28K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S. 1M 29K –
FIRST TR EXCHNG TRADED FD VI FT VEST UQ EQT 1M 25K –
FIRST TR EXCHNG TRADED FD VI VEST US EQU ENHA 37K 1K –
FIRST TR EXCHNG TRADED FD VI FT VEST EQ ENHAN 86K 3K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 97K 3K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 430K 12K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 185K 6K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 30K 878 –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 301K 9K –
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 6M 254K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 301K 9K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 53K 2K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S 72K 2K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S. 405K 11K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S 329K 9K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S 136K 4K –
FIRST TR EXCHNG TRADED FD VI FT VEST INT JUNE 1M 53K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 1M 27K –
FIRST TR MORNINGSTAR DIVID L SHS 286K 8K –
FIRST TR VALUE LINE DIVID IN SHS 798K 20K –
FRANKLIN TEMPLETON ETF TR US MID CP MLTFCT 1M 25K –
FS KKR CAP CORP COM 2M 87K –
ILLINOIS TOOL WKS INC COM 355K 2K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 311K 9K –
INNOVATOR ETFS TRUST US EQTY BUFR MAY 62K 2K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 60K 2K –
INNOVATOR ETFS TRUST US EQTY BUFR MAR 224K 5K –
INNOVATOR ETFS TRUST US EQTY BUFR FEB 65K 2K –
INNOVATOR ETFS TRUST US EQTY BUF DEC 14K 329 –
INNOVATOR ETFS TRUST US EQTY PWR BUF 24K 646 –
INNOVATOR ETFS TRUST US EQTY PWR BF 138K 4K –
INNOVATOR ETFS TRUST US EQUT BUFR AUG 15K 372 –
INNOVATOR ETFS TRUST US EQT ULTRA BF 123K 4K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 228K 6K –
INNOVATOR ETFS TRUST US EQTY BUFR JUN 2K 63 –
INNOVATOR ETFS TRUST US EQT ULTRA BF 3K 114 –
INNOVATOR ETFS TRUST US EQTY PWR BUF 122K 3K –
INNOVATOR ETFS TRUST US EQT PWR BUF 128K 4K –
INNOVATOR ETFS TRUST US EQT BUFR APR 163K 4K –
INTERNATIONAL BUSINESS MACHS COM 273K 2K –
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 10M 162K –
INVESCO EXCHANGE TRADED FD T INVESCO MSCI 5K 127 –
INVESCO EXCHANGE TRADED FD T LARGE CAP GROWTH 5K 53 –
INVESCO QQQ TR UNIT SER 1 11M 22K –
ISHARES TR CORE S&P TTL STK 37K 308 –
ISHARES TR SELECT DIVID ETF 127K 1K –
ISHARES TR TIPS BD ETF 8K 76 –
ISHARES TR US TRSPRTION 4K 68 –
ISHARES TR CORE S&P500 ETF 165K 302 –
ISHARES TR MSCI EMG MKT ETF 767 18 –
ISHARES TR GLOBAL TECH ETF 6K 68 –
ISHARES TR GLOBAL FINLS ETF 3K 41 –
ISHARES TR GLOBAL ENERG ETF 81K 2K –
ISHARES TR 1 3 YR TREAS BD 408 5 –
ISHARES TR MSCI EAFE ETF 14K 180 –
ISHARES TR RUS MD CP GR ETF 43K 394 –
ISHARES TR CORE S&P MCP ETF 37K 630 –
ISHARES TR ISHARES SEMICDTR 38K 154 –
ISHARES TR ISHARES BIOTECH 40K 289 –
ISHARES TR COHEN STEER REIT 6K 112 –
ISHARES TR RUS 1000 VAL ETF 10K 58 –
ISHARES TR RUS 2000 GRW ETF 13K 48 –
ISHARES TR RUSSELL 2000 ETF 37K 184 –
ISHARES TR CORE S&P US GWT 4K 28 –
ISHARES TR U.S. ENERGY ETF 4K 85 –
ISHARES TR CORE S&P SCP ETF 4K 40 –
ISHARES TR DOW JONES US ETF 98K 738 –
ISHARES TR AGGRES ALLOC ETF 665K 9K –
ISHARES TR GRWT ALLOCAT ETF 1M 26K –
ISHARES TR MODERT ALLOC ETF 615K 14K –
ISHARES TR CONSER ALLOC ETF 251K 7K –
ISHARES TR US TREAS BD ETF 5K 234 –
ISHARES TR MSCI CHINA ETF 30K 721 –
ISHARES TR MSCI EAFE MIN VL 45K 653 –
ISHARES TR MSCI USA MIN VOL 232K 3K –
ISHARES TR MSCI USA QLT FCT 230K 1K –
ISHARES TR MSCI USA VALUE 4K 43 –
ISHARES TR MSCI USA MMENTM 136K 699 –
ISHARES TR CORE MSCI EAFE 11K 146 –
ISHARES TR U S EQUITY FACTR 33K 591 –
ISHARES TR MSCI INTL QUALTY 8M 215K –
ISHARES TR CORE TOTAL USD 3K 75 –
ISHARES TR CORE DIV GRWTH 276K 5K –
JPMORGAN CHASE & CO. COM 637K 3K –
LOCKHEED MARTIN CORP COM 201K 431 –
MCDONALDS CORP COM 1M 5K –
META PLATFORMS INC CL A 313K 620 –
MICROSOFT CORP COM 4M 10K –
NETFLIX INC COM 1M 2K –
NVIDIA CORPORATION COM 3M 21K –
NVIDIA CORPORATION COM 124K 1K –
PACCAR INC COM 385K 4K –
PAYPAL HLDGS INC COM 219K 4K –
PFIZER INC COM 1M 39K –
PIMCO CORPORATE & INCOME OPP COM 427K 30K –
QUALCOMM INC COM 252K 1K –
REPUBLIC SVCS INC COM 636K 3K –
SCHWAB STRATEGIC TR US BRD MKT ETF 13K 208 –
SCHWAB STRATEGIC TR US LCAP GR ETF 731K 7K –
SCHWAB STRATEGIC TR US LCAP VA ETF 444 6 –
SELECT SECTOR SPDR TR SBI MATERIALS 2K 18 –
SELECT SECTOR SPDR TR SBI HEALTHCARE 13K 91 –
SELECT SECTOR SPDR TR ENERGY 146K 2K –
SELECT SECTOR SPDR TR FINANCIAL 185K 4K –
SELECT SECTOR SPDR TR TECHNOLOGY 131K 579 –
SELECT SECTOR SPDR TR COMMUNICATION 47K 545 –
SELECT SECTOR SPDR TR SBI INT-UTILS 45K 659 –
SPDR S&P 500 ETF TR TR UNIT 14M 26K –
SPDR SER TR S&P 600 SMCP GRW 145K 2K –
SPDR SER TR PORTFOLIO INTRMD 3K 95 –
SPDR SER TR PRTFLO S&P500 GW 27K 342 –
SPDR SER TR PORTFOLIO SHORT 409K 14K –
SPDR SER TR HLTH CR EQUIP 17K 205 –
SPDR SER TR S&P BIOTECH 24K 261 –
SPDR SER TR SSGA US LRG ETF 4K 26 –
SPDR SER TR PORTFOLIO S&P600 2M 39K –
SWEETGREEN INC COM CL A 416K 14K –
TESLA INC COM 1M 5K –
TEXAS INSTRS INC COM 703K 4K –
UNITED PARCEL SERVICE INC CL B 233K 2K –
VANGUARD BD INDEX FDS INTERMED TERM 884K 12K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 2K 26 –
VANGUARD INDEX FDS S&P 500 ETF SHS 823K 2K –
VANGUARD INDEX FDS MCAP VL IDXVIP 8K 50 –
VANGUARD INDEX FDS REAL ESTATE ETF 79K 943 –
VANGUARD INDEX FDS SM CP VAL ETF 621K 3K –
VANGUARD INDEX FDS MID CAP ETF 215K 890 –
VANGUARD INDEX FDS GROWTH ETF 225K 601 –
VANGUARD INDEX FDS VALUE ETF 139K 865 –
VANGUARD INDEX FDS TOTAL STK MKT 94K 350 –
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 1K 25 –
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 540K 5K –
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 2K 28 –
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 499 11 –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 884K 11K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 876K 5K –
VANGUARD WORLD FD CONSUM DIS ETF 153K 488 –
VANGUARD WORLD FD CONSUM STP ETF 123K 607 –
VANGUARD WORLD FD HEALTH CAR ETF 90K 340 –
VANGUARD WORLD FD INF TECH ETF 106K 183 –
VANGUARD WORLD FD UTILITIES ETF 592 4 –
VANGUARD WORLD FD COMM SRVC ETF 49K 354 –
VICTORY PORTFOLIOS II VCSHS US EQ INCM 222K 4K –
VICTORY PORTFOLIOS II VCSHS US SMCP HG 88K 2K –
VISA INC COM CL A 362K 1K –
WELLS FARGO CO NEW COM 445K 7K –
WISDOMTREE TR EMER MKT HIGH FD 2K 55 –
WISDOMTREE TR GLB US QTLY DIV 3M 85K –
WISDOMTREE TR EM EX ST-OWNED 268K 9K –
WISDOMTREE TR US QTLY DIV GRT 30K 385 –