Integrity Financial provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars. Financial planning was provided to 1,000 clients last fiscal year.
Integrity Financial reports 1,450 clients. They include 1,045 individual clients, 205 pension and profit-sharing plans, and 164 high-net-worth individuals. Of its assets, 79.0% ($686M across 1,257 accounts) are managed with discretion; $182M across 186 accounts are not. It advised 365 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 72% | 23% |
| High-net-worth individuals | 11% | 46% |
| Pooled investment vehicles | <1% | 4% |
| Pension and profit-sharing plans | 14% | 23% |
| Charitable organizations | <1% | 2% |
| Other client typesCorporations and other businesses | 2% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,045 | $202M | 23.3% | $194K |
| High-net-worth individuals | 164 | $399M | 45.9% | $2.43M |
| Pooled investment vehicles | 1 | $31.6M | 3.6% | $31.6M |
| Pension and profit-sharing plans | 205 | $197M | 22.7% | $961K |
| Charitable organizations | 7 | $21.5M | 2.5% | $3.08M |
| Corporations and other businesses | 28 | $17.1M | 2.0% | $611K |
| Total | 1,450 | $868M | 100% | $599K |
- Clients
- 1,045
- Regulatory AUM
- $202M
- AUM share
- 23.3%
- Avg. per client
- $194K
- Clients
- 164
- Regulatory AUM
- $399M
- AUM share
- 45.9%
- Avg. per client
- $2.43M
- Clients
- 1
- Regulatory AUM
- $31.6M
- AUM share
- 3.6%
- Avg. per client
- $31.6M
- Clients
- 205
- Regulatory AUM
- $197M
- AUM share
- 22.7%
- Avg. per client
- $961K
- Clients
- 7
- Regulatory AUM
- $21.5M
- AUM share
- 2.5%
- Avg. per client
- $3.08M
- Clients
- 28
- Regulatory AUM
- $17.1M
- AUM share
- 2.0%
- Avg. per client
- $611K
Total
- Clients
- 1,450
- Regulatory AUM
- $868M
- AUM share
- 100%
- Avg. per client
- $599K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 365
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1000
Integrity Financial charges 0.75%–1.50% a year for its Individually, Separately Managed Accounts. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Comprehensive financial planning is a flat one-time fee that generally does not exceed $20,000 and is negotiable.
Kristofer Gray owns 75% or more of Integrity Financial. The leadership team of Integrity Financial includes Chief Investment Officer Sarah Archer and Chief Compliance Officer Kristofer Gray. It has 21 employees.
Leadership
Kristofer GrayPrincipal, Chief Compliance Officer
Sarah ArcherChief Investment Officer- Deann CrossManaging Director
- Scott WilsonChief Finance Officer
Investment adviser representatives
14 representatives listed in the SEC register as of 9 October 2026.
Staff
- 21 employees
- 13 state-registered reps
- 14 insurance agents
- Owns 75% or more of Integrity Financial Corporation
Kristofer Gray
Control person · since August 2004
- Owns 5% to 10% of Integrity Financial Corporation
8 Bar Enterprises
since September 2025
- Owns 50% to 75% of 8 Bar Enterprises
Daxs Stadjuhar
Control person · since November 2025
- Owns 50% to 75% of 8 Bar Enterprises
Kerry Stadjuhar
Control person · since November 2025
Integrity Financial’s regulatory assets grew 2.4× from $361M (April 2021) to $868M (March 2026); clients were 1,450 in both filings and employees were 21 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $868M | 1,450 | 21 | 6 |
| April 2025 | $680M | 1,825 | 22 | 7 |
| March 2024 | $549M | 1,629 | 21 | 8 |
| April 2023 | $463M | 1,474 | 21 | 8 |
| May 2022 | $553M | 1,556 | 19 | 8 |
| April 2021 | $361M | 1,436 | 22 | 7 |
Besides its headquarters, Integrity Financial has 5 offices (1 private residence, listed without an address), with 5 listed addresses across 4 states.
California · 2 listed addresses
- 695 Town Center Drive, Costa Mesa
- 24955 PCH, Malibu
Montana · 1 listed address
- 5 W. Mendenhall St, Bozeman
Washington · 1 listed address
- 2821 Northup Way, Suite 120, Bellevue
Wyoming · 1 listed address
- 680 S. Cache St., Suite 100 - 7403, JacksonHQ
Contact and registration details
- Legal name
- Integrity Financial Corporation
- Headquarters
- 680 S. Cache St., Suite 100 - 7403, Jackson, WY 83001
- Website
- integrity.financial
- Phone
- 800-794-4015
- SEC file
- 801-107275
- Structure
- Wyoming corporation
- Fiscal year end
- December
Integrity Financial uses Charles Schwab ($637M) as custodian for its separately managed accounts. Integrity Financial has custody of $3.16M in client assets for 6 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $637M100%
At year end, Integrity Financial’s separately managed accounts were mostly in funds (87%). Its reported 13F holdings for the quarter ended 30 June 2026 total $209M across 292 positions; the largest are State Str SPDR S&P 500 ETF T (14.3%), Invesco Qqq TR (8.8%) and Apple Inc. (3.8%).
What the accounts hold
- Stocks8%
- Funds87%
- Registered funds64%
- Pooled vehicles23%
- Cash5%
Reported 13F holdings
- $209M
- Reported 13F value
- 292
- Positions
- 44.3%
- In the 10 largest
- +4.1%
- Value vs. prior quarter
- State Str SPDR S&P 500 ETF T · TR Unit14.3%
- Invesco Qqq TR · Unit Ser 18.8%
- Apple Inc.3.8%
- Franklin Templeton ETF TR · US Mid CP Mltfct3.4%
- Hartford Fds Exchange Traded · Total Rtrn ETF2.8%
- Mfs Active Exchange Traded F · Internatinl ETF2.7%
- Cohen & Steers ETF Trust · Real Est Act ETF2.4%
- JPMORGAN Chase & CO2.3%
- Microsoft Corp.1.9%
- Alphabet Inc. · Cap Stk CL A1.9%
Together, the ten largest are 44.3% of reported value.
How many clients does Integrity Financial have?
Integrity Financial has 1,450 clients and manages $868 million for them, as of March 2026. They include 1,045 individual clients, 205 pension and profit-sharing plans, and 164 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Integrity Financial offer?
Integrity Financial provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Integrity Financial charge?
Integrity Financial charges 0.75%–1.50% a year for its Individually, Separately Managed Accounts. The fee is billed in arrears and is negotiable.
Which custodians does Integrity Financial use?
Integrity Financial’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $637M. 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 March 2026
How many financial advisors does Integrity Financial have?
Integrity Financial has 13 investment adviser representatives registered with state securities authorities, out of 21 employees, and 0 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 14 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
What does Integrity Financial invest in?
At the end of its last fiscal year, Integrity Financial’s separately managed accounts held 64% registered funds (mutual funds, ETFs, BDCs), 23% pooled vehicles (private funds and similar), 8% exchange-traded equities and 5% 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 Financial?
Integrity Financial is owned through a holding company by Daxs and Kerry Stadjuhar. Its direct owners are Kristofer Gray (75% or more) and 8 Bar Enterprises (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Integrity Financial get paid?
Integrity Financial is paid through a percentage of assets under management. 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 Financial?
Integrity Financial’s main office is at 680 S. Cache St., Suite 100 - 7403, Jackson, WY 83001. Its phone number is 800-794-4015. Its website is integrity.financial.