Integrity Financial Corporation
- Regulatory AUM
- $868M
- Discretionary
- $686M
- Clients
- 1,450
- Avg AUM / client
- $599K
- Accounts
- 1,443
- Employees
- 21
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,045 | $202M | 23.3% |
| High net worth individuals | 164 | $399M | 45.9% |
| Pooled investment vehicles (non-investment companies) | 1 | $31.6M | 3.64% |
| Pension and profit sharing plans | 205 | $197M | 22.7% |
| Charitable organizations | 7 | $21.5M | 2.48% |
| Corporations and other businesses | 28 | $17.1M | 1.97% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Retirement Income Security Plan Mod Pizza Mod Super Fast Pizza, Llc | 2024 | |
| Paychex Pooled Employer 401(k) Plan Paychex Retirement Llc | 2024 | |
| Retirement Income Security Plan Laritech, Inc. Laritech, Inc. | 2024 | |
| Goldco Direct Llc 401(k) Profit Sharing Plan And Trust Goldco Direct Llc | 2024 | |
| Mathnasium Llc 401(k) Profit Sharing Plan & Trust Mathnasium Llc | 2024 | |
| Behrens And Associates Inc 401(k) Profit Sharing Plan & Trust Behrens And Associates Inc | 2024 |
People (17)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kristofer Ryan Gray | Principal | Aug 2004 (22y) | 75% or more | |
| Deann Nichole Cross | Chief Compliance Officer & Chief Operating Officer | Aug 2007 (19y) | Less than 5% | |
| Sarah Jhaleh Archer | Chief Investment Officer | Sep 2013 (13y) | Less than 5% | |
| Scott Adam Wilson | Chief Finance Officer | CFP | Apr 2020 (6y) | Less than 5% |
| Jason Bowden Mckinney | Registered representative | Jul 2011 (15y) | ||
| Warren Bertram Langsford | Registered representative | Oct 2013 (13y) | ||
| Ryan William Sapp | Registered representative | Feb 2018 (8y) | ||
| Gabriel S Boruff | Registered representative | Nov 2019 (7y) | ||
| Daniel Brett Van Attenhoven | Registered representative | Sep 2020 (6y) | ||
| Logan Hunter Robert Thompson | Registered representative | Sep 2020 (6y) | ||
| Loren Wengerd | Registered representative | Apr 2022 (4y) | ||
| Lowell Mccarthy | Registered representative | Nov 2022 (4y) | ||
| Brandon Michael Bush | Registered representative | CFP | Nov 2023 (3y) | |
| Theodore Michael Steelman | Registered representative | CFP | Nov 2023 (3y) | |
| Admand Y Wong | Registered representative | Jan 2025 (2y) | ||
| Michael Anthony Sanchez | Registered representative | Jul 2025 (1y) | ||
| Alexander Donald Whitney | Registered representative | Sep 2025 (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.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Retirement Income Security Plan Mod Pizza | Mod Super Fast Pizza, Llc | 2,349 | $12.7M | 01/01/2024 |
| Paychex Pooled Employer 401(k) Plan | Paychex Retirement Llc | 621,703 | $1.8B | 01/01/2024 |
| Retirement Income Security Plan Laritech, Inc. | Laritech, Inc. | 128 | $6.1M | 01/01/2024 |
| Goldco Direct Llc 401(k) Profit Sharing Plan And Trust | Goldco Direct Llc | 149 | $7.9M | 01/01/2024 |
| Mathnasium Llc 401(k) Profit Sharing Plan & Trust | Mathnasium Llc | 129 | $12.1M | 01/01/2024 |
| Behrens And Associates Inc 401(k) Profit Sharing Plan & Trust | Behrens And Associates Inc | 112 | $7.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.06 MB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $637M (73% of AUM) Mar 2026
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: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗