Integrity Capital Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Integrity Capital Management reports 361 clients. They include 307 individual clients and 54 high-net-worth individuals. Of its assets, 100.0% ($181M across 482 accounts) are managed with discretion. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 85% | 37% |
| High-net-worth individuals | 15% | 63% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 307 | $67.1M | 37.2% | $219K |
| High-net-worth individuals | 54 | $113M | 62.8% | $2.1M |
| Total | 361 | $181M | 100% | $500K |
- Clients
- 307
- Regulatory AUM
- $67.1M
- AUM share
- 37.2%
- Avg. per client
- $219K
- Clients
- 54
- Regulatory AUM
- $113M
- AUM share
- 62.8%
- Avg. per client
- $2.1M
Total
- Clients
- 361
- Regulatory AUM
- $181M
- AUM share
- 100%
- Avg. per client
- $500K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Integrity Capital Management charges 0.40%–1.00% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$2M | 0.80% |
| $2M–$4M | 0.60% |
| $4M and above | 0.40% |
Fee details and sources
Other fees
- Consulting Services
- Consulting, including financial and retirement planning, is billed at $200 per hour and is not negotiable; some projects are fixed fees, billed half in advance.
John Atkins owns 25% to 50% of Integrity Capital Management. The leadership team of Integrity Capital Management includes Chief Compliance Officer Pamela Rehart. It has 4 employees.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 25% to 50% of Integrity Capital Management LLC
John Atkins
Control person · since January 2007
- Owns 25% to 50% of Integrity Capital Management LLC
Pamela Rehart
Control person · since January 2007
- Owns 25% to 50% of Integrity Capital Management LLC
Angela Williams
Control person · since June 2007
Integrity Capital Management’s regulatory assets grew 1.6× from $112M (March 2021) to $181M (March 2026); clients rose from 276 to 361 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $181M | 361 | 4 | 1 |
| Mar 2025March 2025 | $145M | 349 | 4 | 1 |
| Mar 2024March 2024 | $123M | 287 | 4 | 1 |
| Mar 2023March 2023 | $107M | 289 | 4 | 1 |
| Mar 2022March 2022 | $129M | 284 | 4 | 1 |
| Mar 2021March 2021 | $112M | 276 | 4 | 1 |
Besides its headquarters, Integrity Capital Management has 0 offices, with 1 listed address in 1 state.
Tennessee · 1 listed address
- 444 Clinchfield Street, Suite 302, KingsportHQ
Contact and registration details
- Legal name
- Integrity Capital Management LLC
- Headquarters
- 444 Clinchfield Street, Suite 302, Kingsport, TN 37660
- Website
- retirewithicm.com
- Phone
- 423-230-4500
- SEC file
- 801-70864
- Structure
- Tennessee LLC
- Fiscal year end
- December
Integrity Capital Management’s named custodian for separately managed accounts is Fidelity ($180M). Integrity Capital Management does not have custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $180M100%
At year end, Integrity Capital Management’s separately managed accounts were mostly in funds (92%).
What the accounts hold
- Stocks4%
- Funds92%
- Cash4%
How many clients does Integrity Capital Management have?
Integrity Capital Management has 361 clients and manages $181 million for them, as of March 2026. They include 307 individual clients and 54 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026
What services does Integrity Capital Management offer?
Integrity Capital Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Integrity Capital Management charge?
Integrity Capital Management charges 0.40%–1.00% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: ICM FORM ADV PART 2A-2B 3.9.2026, filed 10 March 2026
Which custodians does Integrity Capital Management use?
Integrity Capital Management’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $180M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026
How many financial advisors does Integrity Capital Management have?
Integrity Capital Management has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Integrity Capital Management invest in?
At the end of its last fiscal year, Integrity Capital Management’s separately managed accounts held 92% registered funds (mutual funds, ETFs, BDCs), 4% exchange-traded equities and 4% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Integrity Capital Management?
Integrity Capital Management’s direct owners are John Atkins, Pamela Rehart and Angela Williams, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 10 March 2026
How does Integrity Capital Management get paid?
Integrity Capital Management is paid through a percentage of assets under management and hourly charges. 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
How do I contact Integrity Capital Management?
Integrity Capital Management’s main office is at 444 Clinchfield Street, Suite 302, Kingsport, TN 37660. Its phone number is 423-230-4500. Its website is retirewithicm.com.
