Integral Investment Advisors, Inc.
- Regulatory AUM
- $674M
- Discretionary
- $628M
- Clients
- 468
- Avg AUM / client
- $1.4M
- Accounts
- 1,101
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 287 | $103M | 15.4% |
| High net worth individuals | 157 | $534M | 79.3% |
| Pension and profit sharing plans | 13 | $21.3M | 3.16% |
| Charitable organizations | 5 | $3.5M | 0.51% |
| Corporations and other businesses | 6 | $11.6M | 1.72% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jodi Ann Karambela | President | CFP | Apr 2008 (18y) | 50% – 75% |
| Michael Thomas Abram | Vice President/Chief Compliance Officer | CFA | Apr 2015 (11y) | 25% – 50% |
| Mallory Kole Sise | Registered representative | CFP | Oct 2022 (4y) | |
| David E Epps | Registered representative | CFP | Jan 2024 (3y) | |
| Brooke Hill Gaither | Registered representative | CFP | Jul 2024 (2y) |
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) | 03/10/2026 | 963 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $674M (100% of AUM) Mar 2026
- Fidelity Brokerage Services $35.4M (25% of AUM) Mar 2020
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 10, 2026.
View current Form ADV (SEC/IAPD) ↗