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INTEGRITY ADVISORY SOLUTIONS

DALLAS, TX · CRD 288817 · IAPD ↗ · integritywealthsolutions.com · (214) 919-2165

$1.10BRegulatory AUM
108Advisory reps
113Employees
0Clients
11-25Planning clients
0Private funds
43States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
July 2026 — INTEGRITY ADVISORY SOLUTIONS moved its main office from DALLAS, IA to DALLAS, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
47
June 2026 — INTEGRITY ADVISORY SOLUTIONS notice-filed in RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
May 2026 — INTEGRITY ADVISORY SOLUTIONS moved its main office from DALLAS, TX to DALLAS, IA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
April 2026 — INTEGRITY ADVISORY SOLUTIONS added office(s): 71 -> 100 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2026 — INTEGRITY ADVISORY SOLUTIONS reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2026 — INTEGRITY ADVISORY SOLUTIONS crossed $1B in regulatory AUM ($512.3M -> $1.10B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
April 2026 — INTEGRITY ADVISORY SOLUTIONS grew from 90 to 108 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
January 2026 — INTEGRITY ADVISORY SOLUTIONS notice-filed in WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
December 2025 — INTEGRITY ADVISORY SOLUTIONS now reports custody of client assets ($93.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
53
April 2025 — INTEGRITY ADVISORY SOLUTIONS added office(s): 13 -> 71 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — INTEGRITY ADVISORY SOLUTIONS crossed $500M in regulatory AUM ($147.5M -> $512.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
83
April 2025 — INTEGRITY ADVISORY SOLUTIONS grew from 39 to 90 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
November 2024 — INTEGRITY ADVISORY SOLUTIONS moved its main office from BURLINGTON, NC to DALLAS, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
25
March 2024 — INTEGRITY ADVISORY SOLUTIONS changed its website from bacapitalmanagement.com to integritywealthsolutions.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
March 2024 — INTEGRITY ADVISORY SOLUTIONS, LLC is now doing business as INTEGRITY ADVISORY SOLUTIONS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
60
March 2024 — INTEGRITY ADVISORY SOLUTIONS began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
80
March 2024 — INTEGRITY ADVISORY SOLUTIONS grew from 15 to 39 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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