INTEGRITY CAPITAL MANAGEMENT
INTEGRITY CAPITAL MANAGEMENT LLC Legal Name
Adviser information for INTEGRITY CAPITAL MANAGEMENT last updated from Form ADV on March 15th, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Tennessee, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 411 | $123.4M |
| Non-Discretionary | 0 | $0 |
| Total | 411 | $123.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 253 | $60.5M |
| HNW Individuals | 34 | $62.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 5 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-70864 |
|---|---|
| SEC ERA File Number | 801-70864 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 142693 |
| Legal Entity Identifier | None |
Principal Office
444 CLINCHFIELD STREETSUITE 302
KINGSPORT
TN
United States
Monday - Friday, 8:30 - 4:30
Tel: 423-230-4500, Fax: 423-230-4531
Chief Compliance Officer
PAMELA A. REHART
INVESTMENT ADVISOR REPRESENTATIVE
444 CLINCHFIELD STREET, SUITE 302
KINGSPORT
TN
United States
Tel:
423.230.4500
Fax:
423.230.4531
P*********@****************M
(Full email address available in API data)
Regulatory Contact
J. BARRY BAILEY
INVESTMENT ADVISOR REPRESENTATIVE
444 CLINCHFIELD STREET, SUITE 302
KINGSPORT
TN
United States
Tel:
423-230-4500
Fax:
423-230-4531
B***********@****************M
(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 |
|---|---|---|---|---|---|
| ATKINS, JOHN, CHRISTOPHER | Individual | – | OWNER | 01/2007 | 25-50% |
| REHART, PAMELA, ANNETTE | Individual | – | OWNER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | 01/2007 | 25-50% |
| WILLIAMS, ANGELA, HOPE | Individual | – | OWNER | 06/2007 | 25-50% |