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INTEGRATED CAPITAL MANAGEMENT

BLOOMFIELD HILLS, MI · CRD 284766 · IAPD ↗ · 248-593-8900

$429.8MRegulatory AUM
5Advisory reps
5Employees
27Clients
251-500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2025 — INTEGRATED CAPITAL MANAGEMENT notice-filed in GA, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — INTEGRATED CAPITAL MANAGEMENT reported RAUM up 30% ($283.2M -> $367.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
March 2024 — INTEGRATED CAPITAL MANAGEMENT reported RAUM up 34% ($211.2M -> $283.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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