Advisor at Integritas Semper, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Integritas Semper, LLC
Location
Windsor, CA
Credentials
Series 63, Series 66
Industry experience
27 years
Thomas Drake is the sole advisor at Integritas Semper, LLC in Windsor, CA, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has led Integritas Semper since 2010 and is also involved in insurance sales as an agent. Outside of financial advising, he co-owns a home rental business with his spouse. Integritas Semper provides discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, corporations, and municipal entities. The firm employs asset allocation, fundamental and technical analysis, and both long- and short-term trading strategies, with a diverse range of permissible investments including derivatives, which is uncommon among independent advisers.
$1 - $100,000: 1.50% $100,001 - $500,000: 1.25% $500,001 - $10,000,000: 1.00% Above $10,000,000+: 0.75%
Windsor, CA
California
Integritas Semper, LLC
2010 - Present (16 years)
Thomas Drake
2010 - Present (16 years)
Grove Point Investments, LLC
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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CFP®, Series 65
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CFA®
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Berkeley Investment Advisors
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