{"url":"https://nivawealth.com/firms/integrated-financial-solutions-112038","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/112038","regulatoryAum":303305402,"crd":"112038","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1954754","suffix":null,"lastName":"TAFAZOLI","firstName":"MEHRDAD","middleName":"MICHAEL"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-05-13","regulatoryAum":128250851,"clients":209,"employees":1,"offices":1},{"filedOn":"2022-03-01","regulatoryAum":155391650,"clients":236,"employees":1,"offices":1},{"filedOn":"2023-03-03","regulatoryAum":129031335,"clients":250,"employees":1,"offices":1},{"filedOn":"2024-02-06","regulatoryAum":168572947,"clients":146,"employees":1,"offices":1},{"filedOn":"2025-02-18","regulatoryAum":226550434,"clients":245,"employees":1,"offices":1},{"filedOn":"2026-02-09","regulatoryAum":303305402,"clients":237,"employees":1,"offices":1}],"secFileNumber":"801-121153","legalName":"Integrated Financial Solutions, Inc.","displayName":"Integrated Financial Solutions","slug":"integrated-financial-solutions-112038","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2001","organization":"Virginia corporation","fiscalYearEnd":"December","headquarters":{"street":"11872 Sunrise Valley Drive, Suite 200","city":"Reston","state":"VA","stateName":"Virginia","country":"United States","postalCode":"20191"},"tradeNames":[],"registration":{"secApproved":"24 May 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1415582.4532019706,"staff":{"employees":1,"advisory":1,"brokerDealerReps":1,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":303305402,"discretionary":303305402,"discretionaryAccounts":338,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":116,"regulatoryAum":47236398},{"label":"High-net-worth individuals","clients":87,"regulatoryAum":240126840},{"label":"Pension and profit-sharing plans","clients":34,"regulatoryAum":15942164}],"feePrograms":[{"role":"other","program":"Financial Planning","summary":"Financial plans are charged as a fixed fee of $1,000 to $5,000 or hourly at $100 to $300 per hour, depending on the complexity of the client's circumstances; fees are negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007388","versionId":1007388,"submittedOn":"2026-02-09","documentName":"PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T12:11:58.405831+00:00","documents":[{"name":"PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007388","versionId":1007388,"submittedOn":"2026-02-09"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=712357","versionId":712357,"submittedOn":null}]},"custodians":[{"name":"Pershing LLC","shortName":"Pershing","location":"Jersey City, NJ","smaAssets":303305402}],"custodyNote":"Integrated Financial Solutions does not have custody of client assets.","leadership":[{"name":"Mehrdad Tafazoli","title":"President/CCO","crd":"1954754"}],"ownership":[{"label":"Mehrdad Tafazoli","detail":"President/cco in the 75% or more ownership band and a control person, since November 1997."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Virginia","offices":1,"addresses":[{"street":"11872 Sunrise Valley Drive, Suite 200","city":"Reston","headquarters":true}]}],"brochureServices":["insurance"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"703-295-9200","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":49},{"label":"Securities issued by registered investment companies or business development companies","percent":49},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"9 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/112038/PDF/112038.pdf","brochureDate":"9 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007388","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Integrated Financial Solutions have?","answer":"Integrated Financial Solutions has 237 clients and manages $303 million for them, as of February 2026. They include 116 individual clients, 87 high-net-worth individuals, and 34 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 9 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Integrated Financial Solutions offer?","answer":"Integrated Financial Solutions provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, 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":"Which custodians does Integrated Financial Solutions use?","answer":"Integrated Financial Solutions’ separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $303M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Integrated Financial Solutions have?","answer":"Integrated Financial Solutions has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.","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 Financial Solutions invest in?","answer":"At the end of its last fiscal year, Integrated Financial Solutions’ separately managed accounts held 49% exchange-traded equities, 49% registered funds (mutual funds, ETFs, BDCs) and 2% cash and equivalents.","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 Financial Solutions?","answer":"Integrated Financial Solutions’ direct owner is Mehrdad Tafazoli (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 9 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Integrated Financial Solutions get paid?","answer":"Integrated Financial Solutions is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Integrated Financial Solutions registered with the SEC?","answer":"Yes, Integrated Financial Solutions has been registered with the SEC as an investment adviser since 24 May 2021. Its CRD number is 112038 and its SEC file number is 801-121153.","source":"Form ADV Part 1A, Item 1, filed 9 February 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Integrated Financial Solutions?","answer":"Integrated Financial Solutions’ main office is at 11872 Sunrise Valley Drive, Suite 200, Reston, VA 20191. Its phone number is 703-295-9200.","source":"Form ADV Part 1A, Item 1.F, filed 9 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/integrated-financial-solutions-112038/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-16","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2086529/000208585326000757/0002085853-26-000757-index.html","totalValue":185130862,"positionCount":36,"top10Share":0.8173292576145408,"top10":[{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":34917810,"shares":120673,"shareType":"SH","priorValue":30426717,"priorShares":120008},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":34896448,"shares":174404,"shareType":"SH","priorValue":30368578,"priorShares":174132},{"issuer":"BROADCOM 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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."}