Data / Investment advisers / Florida / Integrity Fixed Income Management
Integrity Fixed Income Management, Orlando, FL: $921 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Integrity Fixed Income Management is an SEC registered investment adviser with its main office in Orlando, Florida and reports $921 million in regulatory assets under management in its Form ADV filed April 10, 2026. Its clients include state and municipal governments, other investment advisers and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 135635
- SEC file number
- 801-67633
- SEC status
- Approved, effective March 7, 2007
- Legal name
- Integrity Fixed Income Management, LLC
- Main office
- 651 Bryn Mawr St, Orlando, FL 32804
- Phone
- (407) 481-2420
- Website
- integrityfi.com
- Regulatory AUM
- $921,469,554 in the Form ADV filed April 10, 2026
- Discretionary AUM
- $921,469,554
- Accounts
- 44
- Employees
- 6, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 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 |
|---|---|---|
| State or municipal government entities | 36 | $517.5 million |
| Other investment advisers | 3 | $249.3 million |
| Charitable organizations | 2 | $64.5 million |
| Insurance companies | 2 | $59 million |
| Corporations or other businesses | 1 | $31.1 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 |
|---|---|---|
| March 2, 2026 | $921.5 million | February 19, 2026 |
| December 1, 2025 | $844 million | March 6, 2025 |
Other advisers in Orlando
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Assuredpartners Investment Advisors | Orlando | $3.88 billion | Not listed | adviserinfo.sec.gov |
| International Assets Investment Management, LLC | Orlando | $2.57 billion | Not listed | adviserinfo.sec.gov |
| CNL Strategic Capital Management, LLC | Orlando | $1.54 billion | Not listed | adviserinfo.sec.gov |
| Moisand Fitzgerald Tamayo, LLC | Orlando | $1.35 billion | Not listed | adviserinfo.sec.gov |
| Hoxton Wealth | Orlando | $803.5 million | Not listed | adviserinfo.sec.gov |
| Summit Wealth Partners, LLC | Orlando | $675.7 million | Not listed | adviserinfo.sec.gov |
| Abacus FCF Advisors LLC | Orlando | $641.4 million | Not listed | adviserinfo.sec.gov |
| Global Assets Advisory, LLC | Orlando | $551.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Orlando, FL
- Investment advisers in Florida
- Advisers with $500 million to $1 billion in AUM
- Advisers serving state and municipal governments
- Advisers serving other investment advisers
- Integrity Fixed Income Management 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.