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INTEGRATED INVESTMENT STRATEGIES,INC.

CARMEL, IN · CRD 122706 · IAPD ↗ · integratedinvestments.com · 317-843-5577

$104.5MRegulatory AUM
3Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
1States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — INTEGRATED INVESTMENT STRATEGIES,INC. (CARMEL, IN) is newly SEC-registered with $104.5M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
60
June 2026 — INTEGRATED INVESTMENT STRATEGIES,INC. (CARMEL, IN) left the SEC roster (was $104.5M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
95
May 2026 — INTEGRATED INVESTMENT STRATEGIES,INC. (CARMEL, IN) is newly SEC-registered with $104.5M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.