I
Integritas Semper, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,757,153
Total clients
29
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
29
Average account size
$60,591
About
Integritas Semper, LLC is an independent, single-advisor registered investment adviser that provides ongoing investment supervisory and portfolio management services to individuals, high‑net‑worth individuals, trusts, estates, corporations and municipal entities; the firm reports approximately $1.76 million in discretionary assets across 29 client accounts and does not impose an account minimum. It prepares an Investment Policy Statement for each client and generally seeks discretionary authority to implement securities transactions.
The firm’s investment process combines charting, fundamental and technical analysis and employs long‑term, short‑term and trading strategies to align portfolios with documented client goals and risk tolerances. Clients receive periodic reviews at least annually and written account performance reports at least quarterly, with trading and portfolio construction tailored to each client’s Investment Policy Statement.
What is distinctive is that Integritas Semper implements derivatives within separately managed accounts to execute its trading strategies—a practice that is uncommon among solo independent advisers. The firm also directs clients to custody assets at selected custodians (UMB Bank, NA and Altruist Financial), does not participate in wrap fee programs, and does not accept performance‑based fees.
Client services
Portfolio management
Expertise
Wealth management
Real estate investing
Fee options
$1 - $100,000: 1.50% $100,001 - $500,000: 1.25% $500,001 - $10,000,000: 1.00% Above $10,000,000+: 0.75%
Main office location
Integritas Semper, LLC
Windsor CA, United States
Number of offices
1
Most active in
Integritas Semper, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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