INTEGRITY FINANCIAL ADVISORS, LLC

Overview

Integrity Financial Advisors, LLC is a small, owner-operated advisory firm focused on fee-based portfolio management for individuals, families and small businesses. The firm acts as a capital allocator and implements client strategies directly while also using outside managers when appropriate. Its business model centers on percentage-of-AUM fees and on selecting third‑party advisers for specialized exposures. Integrity Financial Advisors is not positioned as an ESG investor and is not registered as a multi‑state adviser; it maintains an insurance-company affiliation that helps explain use of insurance wrappers and annuity products in client solutions. The firm’s stated investment preference is equity-centric. Portfolios emphasize exchange‑traded listed instruments for core exposures and rely on external managers or sub‑advisers where specialized or illiquid assets are required. Given the client base and average account sizes, the firm appears to prioritize liquid, cost‑efficient instruments for the bulk of client assets while selectively accessing alternatives through third‑party managers.

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Public Holdings

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Location & Offices