AdvisorGrade
Fee-basedFiduciaryNo reported disclosuresNational

Integrity Advisory Solutions

Integrity Advisory Solutions is a fee-based, SEC-registered investment adviser in Dallas, Texas, registered with the SEC since 2022, managing approximately $1.1B. As an SEC-registered adviser it is held to a fiduciary standard. Its exact fee schedule and account minimums are disclosed in Form ADV Part 2A.

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Source: SEC Form ADV · CRD #288817 · SEC #801-123090 · SEC-registered since 2022 (4 yrs) · Last filing data January 1, 2026

AUM
$1.1B

as of 2026

Fee model
Fee-based

per Form ADV 5.E

Clients
Not reported

Form ADV 5.C — may be institutional

Employees
113

108 advisers

Assets per adviser

$10Mper adviser

A scale-normalized measure that lets you compare large and small firms. The typical firm in our directory manages about $102M per adviser — this firm is more adviser-heavy (fewer assets per adviser).

From integritywealthsolutions.com

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Screenshot of the Integrity Advisory Solutions website

Overview

AI-generated summary

Integrity Advisory Solutions is a fee-based, SEC-registered investment adviser based in Dallas, Texas. It reported approximately $1.1B in regulatory assets under management on its most recent Form ADV. The firm reported no disclosures on its most recent Form ADV filing.

This summary is generated from Form ADV data and may not capture all nuances. Always review the complete SEC filing before making decisions.

Firm details

CRD #
288817
SEC #
801-123090
Headquarters
Dallas, TX
Employees
113

Clients served

Client types not reported on this filing.

Fees & compensation

  • Compensation model: Fee-based — the firm reports client fees and may also receive commissions on certain products.
  • Typical fee range: See Part 2A. Exact advisory fee rates are reported in Form ADV Part 2A, not Part 1.
  • Account minimum: See Part 2A. Minimums are disclosed in the firm's Part 2A brochure.
  • Custodial, trading, and fund expenses may apply in addition to advisory fees. See the firm's Form ADV Part 2A for the complete fee schedule.

Assets under management

2026$1.1B
Assets under management by year
YearReported AUM
2026$1.1B

Reflects the most recent Form ADV filing. Multi-year history is added as additional historical filings are ingested.

Disclosures

Integrity Advisory Solutions reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

Frequently asked questions

Is Integrity Advisory Solutions a fiduciary?+

Yes. Integrity Advisory Solutions is an SEC-registered investment adviser (CRD #288817), which means it is held to a fiduciary standard and must act in its clients' best interest. Verify its current status on the SEC's Investment Adviser Public Disclosure (IAPD) site.

How is Integrity Advisory Solutions compensated?+

Integrity Advisory Solutions reports a fee-based compensation model on its Form ADV. Fee-based advisers charge client fees and may also earn commissions on certain products. Exact fee rates and account minimums are disclosed in the firm's Form ADV Part 2A brochure.

How much money does Integrity Advisory Solutions manage?+

Integrity Advisory Solutions reported approximately $1.1B in regulatory assets under management as of its most recent Form ADV filing.

Does Integrity Advisory Solutions have any disclosures?+

Integrity Advisory Solutions reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

This profile is generated from publicly available SEC filings. Integrity Advisory Solutions has not verified or endorsed this information. Last updated from filings: January 1, 2026. View the official filing at SEC IAPD.

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