Integrated Capital Management Company, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,962,923
Total clients
3
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
3
Average account size
$654,308
About
Integrated Capital Management Company provides discretionary investment supervisory services to a very small client base of individuals, trusts and corporations with self-directed retirement accounts, focusing on asset allocation, portfolio monitoring, and financial analysis. The firm operates as a solo independent advisor and manages roughly $1.7 million in client assets across three clients.
The firm’s process centers on a detailed fact-finding questionnaire that emphasizes life circumstances and risk tolerance over model-driven allocations, with asset allocation considered the primary driver of outcomes. Investment activity is typically long-term but can include short-term trades and margin transactions; the firm also applies technical analysis and performs weekly account reviews and periodic rebalancing consistent with modern portfolio theory.
Compared with peers, the firm’s extremely small client roster and low aggregate AUM are notable and suggest a highly individualized advisory relationship with full discretionary trading authority and power-of-attorney arrangements. Firm leadership combines long-standing industry experience with an academic lecturing role, and the firm directs brokerage through a single broker-dealer relationship while declining third-party product compensation and custody of client assets.
Client services
Expertise
Fee options
1.88% annually (0.471% per quarter)
Account minimum: $250.00
Main office location
Integrated Capital Management Company, Inc.
Lafayette IN, United States
Number of offices
1
Most active in
Indiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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