Provided by Convergence Inc.
Institutional intelligence for the asset management industry

INTEGRITY FINANCIAL CORPORATION

Business and Investment Profile

The INTEGRITY FINANCIAL CORPORATION is a privately held investment adviser that advises $868.06mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. INTEGRITY FINANCIAL CORPORATION is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 140.52% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 10.46 years and is comprised of 1 filing and 0 relying advisers. They operate out of 6 office locations with their Headquarters at 680 S. CACHE ST. SUITE 100 - 7403, JACKSON, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 21 employees comprised of 0 investment and 21 non-investment staff. The total number of Employees decreased by 4.55% over the last 5-years.

Asset Profile

Their $868.06mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 240 other accounts. Assets of High Net Worth Individuals clients own $398.56mn or 45.91% of Total Assets and Individuals own $202.3mn or 23.31% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Multi Strat, representing nan% of total assets, respectively.

Client Profile

They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees.

Sub-Advisers

INTEGRITY FINANCIAL CORPORATION names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.

Full profile: INTEGRITY FINANCIAL CORPORATION

View the complete Convergence profile with structured details, filings context, and derived signals.

View full profile
Keywords: Integrity Financial, Integrity
Generated 2026-09-12T06:49:42.4795823.  © 2026 Convergence.