Integrity Fixed Income Management, Llc
- Regulatory AUM
- $921M
- Discretionary
- $921M
- Clients
- 44
- Avg AUM / client
- $20.9M
- Accounts
- 44
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Apr 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Charitable organizations | 2 | $64.5M | 7.0% |
| State or municipal government entities | 36 | $518M | 56.2% |
| Other investment advisers | 3 | $249M | 27.1% |
| Insurance companies | 2 | $59.0M | 6.41% |
| Corporations and other businesses | 1 | $31.1M | 3.37% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher John Caputo | Chief Compliance Officer | CFA | Apr 2005 (21y) | 10% – 25% |
| Louie Earl Denney | Chief Executive Officer | CFA | Jun 2005 (21y) | 25% – 50% |
| Denney, Michelle, Ann | President | Jul 2015 (11y) | 50% – 75% | |
| Corinne Sabrina Peripoli | Registered representative | Mar 2017 (9y) | ||
| Thomas Dennis Fant | Registered representative | Mar 2017 (9y) | ||
| Erin Michelle Denney | Registered representative | Sep 2024 (2y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/10/2026 | 998 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $173M (19% of AUM) Apr 2026
- Fifth Third Bank $157M (17% of AUM) Apr 2026
- Regions Bank $157M (17% of AUM) Apr 2026
- Salem Trust Company $136M (15% of AUM) Apr 2026
- Northern Trust $121M (13% of AUM) Apr 2026
- U.S. Bank $62.0M (13% of AUM) Mar 2021
- Td Bank, N.A. $54.6M (11% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 10, 2026.
View current Form ADV (SEC/IAPD) ↗