Integrity Investing, Inc
- Regulatory AUM
- $58.1M
- Discretionary
- $58.1M
- Clients
- 37
- Avg AUM / client
- $1.6M
- Accounts
- 97
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 12 | $4.2M | 7.18% |
| High net worth individuals | 25 | $53.9M | 92.8% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Bradley Brinkman | Registered representative | Chartered Financial Consultant | Apr 2004 (22y) | |
| Timothy Ryan Brinkman | Registered representative | Oct 2025 (1y) |
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) | 02/03/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $39.7M (68% of AUM) Feb 2026
- Etc Brokerage Services, Llc $1.9M (3% of AUM) Feb 2026
- Interactive Brokers $470K (1% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Feb 03, 2026.
View current Form ADV (SEC/IAPD) ↗