Integrity Advisory Solutions
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
FINTRXOverview
Integrity Advisory Solutions is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm positions itself as a capital allocator for both individual/family and institutional clients, offering a mix of fee arrangements including percentage-of-AUM charges, hourly fees, and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. The firm reports being an active ESG investor and maintains industry relationships that include broker-dealers, other investment advisers and insurance companies. Integrity Advisory Solutions also acts as a conduit to third‑party managers rather than running all strategies in‑house.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds74%
- Exchange Traded Equities11%
- US Government Bonds5%
- Non-Investment Grade Corp Bonds3%
- Cash & Cash Equivalents1%
Owners & executives
3 of 6
Ronald Morrison
Founder & CEOCRD 7899354
Sanford Fisch
CEOCRD 4357832
Sabrina Frank
Co-Founder & COOCRD 8239823
Contacts
3 of 115
Eric Ridley
AttorneyCRD 7961902
Yvonne Novak
Advisory Solutions ConsultantCRD 2155243
Robert Knotts
Investment Advisor RepresentativeCRD 6649595
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 200Active vs passive
$784M in ETFs
32%
$247M
64%
$537M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $117M | 3,018,682 | 14.95% |
Location
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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