Integrated Financial Strategies, Llc
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kelly Gene Burke | Managing Member | Oct 2007 (19y) | 75% or more | |
| Pratt, Kathleen, Marie | Chief Compliance Officer | Mar 2024 (3y) | Less than 5% | |
| Philip Charles Miller | Registered representative | Nov 2015 (11y) | ||
| Kenneth Wayne Miller | Registered representative | Nov 2015 (11y) | ||
| Roy Leonard Mattox | Registered representative | May 2020 (6y) | ||
| Wesley Jordan Mattox | Registered representative | CFA | Feb 2022 (5y) |
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) | 06/16/2026 | 1.11 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
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $322M (100% of AUM) Jun 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: Aug 28, 2026.
View current Form ADV (SEC/IAPD) ↗