Integrity Capital Management Llc
- Regulatory AUM
- $181M
- Discretionary
- $181M
- Clients
- 361
- Avg AUM / client
- $500K
- Accounts
- 482
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 307 | $67.1M | 37.2% |
| High net worth individuals | 54 | $113M | 62.8% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Holston Medical Group Retirement Plan Holston Medical Group, Inc. | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Christopher Atkins | Owner | CFP | Jan 2007 (20y) | 25% – 50% |
| Pamela Annette Rehart | Owner, Chief Compliance Officer, Managing Member | Jan 2007 (20y) | 25% – 50% | |
| Angela Hope Williams | Owner | Jun 2007 (19y) | 25% – 50% | |
| Joseph Barry Bailey | Registered representative | CFP | Jun 2013 (13y) |
Undisclosed: 0% – 25% 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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Holston Medical Group Retirement Plan | Holston Medical Group, Inc. | 1,210 | $147M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2026 | 902 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
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- National Financial Services (Fidelity) $180M (100% of AUM) Mar 2026
- Mid Atlantic Capital Corporation $64.5M (42% of AUM) Mar 2019
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: Mar 10, 2026.
View current Form ADV (SEC/IAPD) ↗