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 RIA and registered investment adviser (SEC registered in 2022) that serves both individual/family and institutional clients. The firm operates as a capital allocator, providing financial planning, portfolio management for individuals and small businesses, pension consulting services, and manager selection. Its fee model includes percentage-of-AUM billing plus hourly and fixed-fee arrangements. Integrity identifies as an active ESG investor and maintains affiliations across broker-dealers, other advisers, and insurance firms.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 262Active vs passive
$854M in ETFs
41%
$349M
51%
$505M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL GLOBAL CREDIT ETF (DGCB) | Dimensional | Active | Global Bond USD Hedged | $75.3M | 1,450,253 | 8.81% |
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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