Integrated Capital Management, Inc.
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 149489
· SEC file 801-70055
· Jessup, PA
· www.linkedin.com
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ADV data as of Mar 02, 2026
- Regulatory AUM
- $232M
- Discretionary
- $232M
- Clients
- 926
- Avg AUM / client
- $251K
- Accounts
- 926
- Employees
- 7
AUM over time
$144M
$1.0B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 872 | $130M | 55.8% |
| High net worth individuals | 10 | $16.6M | 7.14% |
| Pension and profit sharing plans | 14 | $23.8M | 10.2% |
| Charitable organizations | 6 | $1.8M | 0.78% |
| State or municipal government entities | 24 | $60.7M | 26.1% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Clayton Perfilio | President And Chief Compliance Officer | Mar 2009 (17y) | 50% – 75% | |
| Michael Anthony Paciotti | Vice President And Chief Investment Officer | CFA | Apr 2009 (17y) | 50% – 75% |
| Altmann, Rorry, Christopher | Chief Operating Officer | Feb 2017 (10y) | Less than 5% | |
| Ryan J Lehman | Registered representative | CFA | Aug 2016 (10y) | |
| Brian Andrew Tugend | Registered representative | Nov 2018 (8y) | ||
| Peter Morris Seyler | Registered representative | Jan 2022 (5y) |
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) | 03/02/2026 | 902 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
- • Other fees
- • ASSETS UNDER ADVISEMENT
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $204M (88% of AUM) Mar 2026
- Matrix Trust Company $23.2M (10% of AUM) Mar 2026
- John Hancock Retirement Services $4.9M (3% of AUM) Nov 2021
- Folio Investments, Inc. $2.3M (2% of AUM) Nov 2021
- Nationwide Retirement Plans $241K (0% of AUM) Nov 2021
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 02, 2026.
View current Form ADV (SEC/IAPD) ↗