Integras Partners, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 172979
· SEC file 801-80657
· Alpharetta, GA
· X.COM
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ADV data as of Jul 15, 2026
- Regulatory AUM
- $245M
- Discretionary
- $245M
- Clients
- 188
- Avg AUM / client
- $1.3M
- Accounts
- 567
- Employees
- 5
AUM over time
$0
$245M
Nov 2014
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 107 | $45.2M | 18.5% |
| High net worth individuals | 80 | $199M | 81.4% |
| Charitable organizations | 1 | $364K | 0.15% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Albert Sidney Browning | Managing Partner, Chief Executive Officer, Chief Compliance Officer | CFP | Feb 2010 (17y) | 50% – 75% |
| Keith David Johnson | Managing Partner, Chief Investment Officer | Feb 2010 (17y) | 50% – 75% | |
| Michal Erin Frushell | Executive Vice President | CFA | Apr 2022 (4y) | Less than 5% |
| Thomas Justin Kozelka | Registered representative | Jun 2026 (0y) |
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) | 07/15/2026 | 894 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- National Financial Services (Fidelity) $244M (100% of AUM) Jul 2026
- Fidelity Distributors Company Llc $168M (98% of AUM) Feb 2023
- Fidelity Investments Institutional Services Company, Inc. $124M (76% of AUM) Mar 2019
- TD Ameritrade $19.4M (13% of AUM) Dec 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗