Integrity Advisory Solutions

RIASEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$266K
Accounts
4,143
Employees
113
Advisory reps
127

Firm details

Headquarters
Dallas, Texas
CRD number
288817
Registered since
January 20, 2022
Website
www.bacapitalmanagement.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI57.74%
  • Individuals39.43%
  • Corporations / Businesses2.28%
  • Pension & Profit Sharing Plans0.51%
  • State / Municipal Government0.03%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Integrity Advisory Solutions is an independent registered investment adviser organized as a limited liability company that provides wealth management and advisory services to both individual/family and institutional clients. The firm is registered with the SEC, having completed registration in 2022. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting support, and the selection of other advisers. Fee arrangements are a mix of percentage-of-AUM billing along with hourly and fixed-fee engagements. Integrity acts as a capital allocator and identifies as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 74%, Exchange Traded Equities 11%, US Government Bonds 5%, Non-Investment Grade Corp Bonds 3%, Cash & Cash Equivalents 1%74%
  • Public Funds/Mutual Funds74%
  • Exchange Traded Equities11%
  • US Government Bonds5%
  • Non-Investment Grade Corp Bonds3%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 5
  • Andrew Osby

    Andrew Osby

    Chief Investment OfficerCRD 4202621

  • Michelle Stockman

    Michelle Stockman

    Chief Compliance OfficerCRD 5010490

  • Sanford Fisch

    CEOCRD 4357832

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Contacts

3 of 122

  • James Miller

    Investment Advisor RepresentativeCRD 5081879

  • Brian Klitzke

    Brian Klitzke

    Compliance Analyst, SurveillanceCRD 5109616

  • Jesse Black

    Jesse Black

    OwnerCRD 5113497

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 231

Active vs passive

$971M in ETFs

Passive

31%

$304M

Active

63%

$667M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF (DFAC)DimensionalActiveLarge Blend$147M3,311,00615.12%
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Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
1445 Ross Ave
Time zone
CT (UTC-6)
Office locations

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