RIA Intel›Advisers›Indiana›INTEGRATED CAPITAL MANAGEMENT COMPANY, INC..

INTEGRATED CAPITAL MANAGEMENT COMPANY, INC..

Advisory

IN

Data as of Feb 27, 2026 · Source: SEC Form ADV

Average account

$393K

across 5 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 27, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients3

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

3 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

HELPING HAND FINANCIAL, LLC

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$2M

TRIMINGHAM FINANCIAL, LLC

$2M

REED INVESTMENT MANAGEMENT, LLC

INDIANAPOLIS, IN

$2M

SELLERY PORTFOLIO MANAGEMENT, LLC

INDIANAPOLIS, IN

$2M

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