Integrated Investment Strategies,INC.: new SEC registration, $105M AUM, Carmel, IN
Integrated Investment Strategies,INC. (Carmel, Indiana): new SEC registration, $105M AUM, Carmel, IN. Its amount of 105 is below the median of 135 (17th percentile). Dated 195 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 105 · 17th percentile of 1,225 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 11 related IN NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Integrated Investment Strategies,INC. |
| Legal name | Integrated Investment Strategies,INC. |
| CRD | 122706 |
| Status | Approved |
| Registered with the SEC | 2026-04-24 |
| Latest Form ADV filing | 2026-06-08 |
| Location | Carmel, IN, United States |
| Regulatory AUM | $104,549,560 |
| Accounts | 334 |
| Employees | 3 |
| Website | https://www.integratedinvestments.com |
| amount percentile | 17th of 1,225 (median 135, 0.8x median) |
| Peer records CSV (12 IN records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-24
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (IN first): Mosaic Wealth Management LLC · Ambrose Capital Advisors, LLC · Nearside Advisors, LLC · Titan Investment Management LLC · Genesis Advisors, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Integrated Investment Strategies,INC. and 12 Indiana peers
- Indiana NewRiaPulse records like this one: 12
- Integrated Investment Strategies,INC.'s amount: 17th percentile of 1,225 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Indiana peer: $2,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $105M under management.
- Website on file.
What is the NewRiaPulse record for Integrated Investment Strategies,INC. in Carmel, Indiana?
Integrated Investment Strategies,INC. received SEC registration as an investment adviser (2026-04-24) with $104,549,560 in regulatory assets under management, based in Carmel, IN.
How does Integrated Investment Strategies,INC. compare to other Indiana NewRiaPulse records?
Its amount of 105 is below the median (17th percentile); smaller records often move faster and face less competition. It is 195 days old; check the official source for later updates before acting.
Integrated Investment Strategies,INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Integrated Investment Strategies,INC. | Carmel, IN | 105 | 17th | 2026-04-24 |
| Bay Point Financial, LLC | Bedford, NH | 105 | 17th | 2026-10-15 |
| Carapace Financial Advisors LLC | Bedminster, NJ | 106 | 18th | 2026-10-22 |
| Round Table Investment Strategies, LLC | Lincoln, NE | 107 | 20th | 2026-10-22 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.