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They include 262 individual clients, 153 high-net-worth individuals, and 23 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Integrated Capital Management offer?","answer":"Integrated Capital Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and insurance.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Integrated Capital Management charge?","answer":"Integrated Capital Management charges up to 2.50% a year for its Asset Management. The fee is billed in advance and is negotiable.","source":"INTEGRATED CAPITAL MANAGEMENT ADV PART 2A, filed 27 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Integrated Capital Management use?","answer":"Integrated Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $340M and Assetmark Brokerage, LLC (Concord, CA), with $38.5M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Integrated Capital Management have?","answer":"Integrated Capital Management has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Integrated Capital Management invest in?","answer":"At the end of its last fiscal year, Integrated Capital Management’s separately managed accounts held 47% registered funds (mutual funds, ETFs, BDCs), 46% exchange-traded equities, 5% cash and equivalents, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Integrated Capital Management?","answer":"Integrated Capital Management’s direct owners are Brian Franke (50% to 75%) and Eric Seger (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 27 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Integrated Capital Management get paid?","answer":"Integrated Capital Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}