Integrity Financial Advisors, Llc
- Regulatory AUM
- $135M
- Discretionary
- $115M
- Clients
- 240
- Avg AUM / client
- $562K
- Accounts
- 495
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 208 | $75.7M | 56.2% |
| High net worth individuals | 22 | $35.0M | 26.0% |
| Pension and profit sharing plans | 5 | $19.7M | 14.6% |
| Corporations and other businesses | 5 | $4.4M | 3.25% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Forest Held | Owner | Jun 2008 (18y) | ≈ 37.5% – 75% via Advanced Financial Partners, Llc | |
| Joseph Byron Hosler | Chief Compliance Officer | CFA | Mar 2013 (13y) | ≈ 12.5% – 37.5% via Auour Investments Llc |
| Robert Zlatko Kuftinec | Member | Jan 2015 (12y) | ≈ 12.5% – 37.5% via Auour Investments Llc | |
| Lacey Lynn Roberts | Registered representative | Apr 2022 (4y) | ||
| Michael Dale Koontz | Registered representative | Chartered Financial Consultant | Apr 2022 (4y) | |
| Leanne Atencio Martin | Registered representative | CFP | Apr 2023 (3y) | |
| Atencio Taylor Martin | Registered representative | Apr 2024 (2y) | ||
| David Morgan Schubach | Registered representative | Apr 2025 (1y) | ||
| Christian Frederick Bockrath | Registered representative | Oct 2025 (1y) | ||
| Lori Ann Day | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Auour Investments Llc | Member | Mar 2021 | A | 50% – 75% |
| Advanced Financial Partners, Llc | Member | Mar 2021 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Robert Forest Held: 75% – 100% of Advanced Financial Partners, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Joseph Byron Hosler: 25% – 50% of Auour Investments Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Robert Zlatko Kuftinec: 25% – 50% of Auour Investments Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
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) | 06/26/2026 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Other fees
- • FINANCIAL PLANNING FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $86.7M (64% of AUM) Jun 2026
- National Financial Services (Fidelity) $22.4M (17% of AUM) Jun 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: Jun 26, 2026.
View current Form ADV (SEC/IAPD) ↗