Integra Financial, Inc.
- Regulatory AUM
- $139M
- Discretionary
- $139M
- Clients
- 113
- Avg AUM / client
- $1.2M
- Accounts
- 260
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 77 | $19.4M | 14.0% |
| High net worth individuals | 34 | $116M | 83.7% |
| Pension and profit sharing plans | 1 | $3.0M | 2.17% |
| Corporations and other businesses | 1 | $259K | 0.19% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Willis Gatch Ashby | President; Cfp | CFP | Jul 1989 (37y) | 75% or more |
| Alison Marie Ashby | Chief Compliance Officer | CFP | Jun 2023 (3y) | Less than 5% |
| Keith Robert Fevurly | Registered representative | CFP | May 2013 (13y) | |
| Ryan Garcia | Registered representative | Mar 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 1000 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $123M (100% of AUM) Mar 2026
- Altruist Financial $25.7M (14% of AUM) Dec 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 22, 2026.
View current Form ADV (SEC/IAPD) ↗