Data / Investment advisers / Indiana / Integrated Investment Strategies,Inc.
Integrated Investment Strategies,Inc., Carmel, IN: $105 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Integrated Investment Strategies,Inc. is an SEC registered investment adviser with its main office in Carmel, Indiana and reports $105 million in regulatory assets under management in its Form ADV filed June 8, 2026. Its clients include individuals. It is paid through a percentage of assets under management, hourly charges and other fees.
The request: Watch Integrated Investment Strategies,Inc. (CRD number 122706): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 122706
- SEC file number
- 801-136676
- SEC status
- Approved, effective April 24, 2026
- Main office
- 600 E Carmel Drive Suite 110, Carmel, IN 46032
- Phone
- (317) 843-5577
- Website
- integratedinvestments.com
- Regulatory AUM
- $104,549,560 in the Form ADV filed June 8, 2026
- Discretionary AUM
- $104,549,560
- Accounts
- 334
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, other fees
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- June 8, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 156 | $104.5 million |
Other advisers in Carmel
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Four Quadrant Wealth Advisors, Inc. | Carmel | $219 million | Not listed | adviserinfo.sec.gov |
| Greenleaf Financial Group | Carmel | $175.2 million | Not listed | adviserinfo.sec.gov |
| Aldebaran Capital, LLC | Carmel | $166.9 million | Not listed | adviserinfo.sec.gov |
| McMahan Capital Management | Carmel | $135.9 million | Not listed | adviserinfo.sec.gov |
| Fortitude Private Wealth | Carmel | $126.5 million | Not listed | adviserinfo.sec.gov |
| Sbauer Funds, LLC | Carmel | $61.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Carmel, IN
- Investment advisers in Indiana
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Integrated Investment Strategies,Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.