Data / Investment advisers / Tennessee / Integrity Capital Management
Integrity Capital Management, Kingsport, TN: $181 million AUM, SEC registered investment adviser
Integrity Capital Management is an SEC registered investment adviser with its main office in Kingsport, Tennessee and reports $181 million in regulatory assets under management in its Form ADV filed March 10, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 142693
- SEC file number
- 801-70864
- SEC status
- Approved, effective January 4, 2010
- Legal name
- Integrity Capital Management LLC
- Main office
- 444 Clinchfield Street Suite 302, Kingsport, TN 37660
- Phone
- (423) 230-4500
- Website
- retirewithicm.com
- Regulatory AUM
- $180,540,377 in the Form ADV filed March 10, 2026
- Discretionary AUM
- $180,540,377
- Accounts
- 482
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 10, 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 |
|---|---|---|
| High net worth individuals | 54 | $113.4 million |
| Individuals (other than high net worth individuals) | 307 | $67.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $180.5 million | March 10, 2026 |
| December 1, 2025 | $145.4 million | March 19, 2025 |
Other advisers in Tennessee
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Frazee Investment Consulting, Inc. | Memphis | $195.5 million | Not listed | adviserinfo.sec.gov |
| Erisa Advisers, Inc. | Brentwood | $187.1 million | Not listed | adviserinfo.sec.gov |
| Marsh Wealth Management, LLC | Knoxville | $182.3 million | Not listed | adviserinfo.sec.gov |
| Retirement Solutions Group | Franklin | $181.5 million | Not listed | adviserinfo.sec.gov |
| Ellis Financial Planning | Clarksville | $180.7 million | Not listed | adviserinfo.sec.gov |
| Keystone Financial Resources, LLC | Brentwood | $178.5 million | Not listed | adviserinfo.sec.gov |
| Preserver Partners | Memphis | $175.7 million | 1 | adviserinfo.sec.gov |
| Anchor Health Capital, LLC | Chattanooga | $166 million | 9 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Tennessee
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Integrity Capital Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.