Integrity Investment Advisors, Llc
- Regulatory AUM
- $394M
- Discretionary
- $386M
- Clients
- 117
- Avg AUM / client
- $3.4M
- Accounts
- 512
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of May 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 40 | $30.7M | 7.8% |
| High net worth individuals | 77 | $364M | 92.2% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Todd Jacob Moerman | Managing Member And Cco | Jun 2010 (16y) | 75% or more | |
| Moerman, Elizabeth, O | Member Of Llc (Administrative Only) | Jan 2012 (15y) | 10% – 25% | |
| Robert Samuel Hamilton | Registered representative | CFP | Jan 2025 (2y) |
Undisclosed: 0% – 15% 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) | 05/08/2026 | 970 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
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $284M (72% of AUM) May 2026
- Fidelity Brokerage Services $110M (28% of AUM) May 2026
- Pnc Bank $34.1M (24% of AUM) Feb 2022
- Fifth Third Bank $18.3M (15% of AUM) Dec 2023
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: May 08, 2026.
View current Form ADV (SEC/IAPD) ↗