Integrity Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$180,540,377
Clients
361
15% high-net worth
Advisors
4
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
90
HighAverage account size
$500,112
About
Integrity Capital Management serves individual investors, high-net-worth households, trusts, and foundations with discretionary portfolio management, written financial planning, and retirement-plan consulting. The firm offers both asset-based advisory services for managed portfolios and separate consulting or project-based planning engagements.
ICM follows a strategic asset-allocation approach across global, multi-asset-class portfolios, primarily using mutual funds and ETFs and applying a documented due-diligence process that evaluates investment vehicles against multiple criteria. Portfolios are reviewed quarterly and monitored weekly for rebalancing, with specific allocation-drift thresholds guiding adjustments; cash is treated as an explicit asset class within portfolio design.
Compared with many peers, the firm manages accounts on an individual basis rather than aggregating brokerage orders and generally does not vote client proxies, practices it discloses as part of its client relationship model. The small, long-established team maintains a formal code of ethics and several professional designations, discloses receipt of custodial services from a preferred custodian, and reports an ownership arrangement in the entity that holds its office space for transparency.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Business succession planning
Equity Recipients (RS/RSU, SOP, ESPP)
Charitable giving & philanthropy
Long-term care insurance
Occupation focus
Founder/Business Owner
Executive
Fee options
Project-based fixed fees determined by scope, billed 50% in advance and 50% upon completion
$0 - $1,000,000: 1% $1,000,000 - $2,000,000: 0.8% $2,000,000 - $4,000,000: 0.6% $4,000,000+: 0.4%
$200 per hour
Main office location
Integrity Capital Management
444 Clinchfield Street, Suite 302
Kingsport TN 37660, United States
Number of offices
1
Most active in
Integrity Capital Management has reported serving >5 clients in these states in the last 12 months.
North Carolina · South Carolina · Tennessee · Texas · Virginia
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.
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