RIA Intel›Advisers›Pennsylvania›INTEGRATED CAPITAL MANAGEMENT, INC.

INTEGRATED CAPITAL MANAGEMENT, INC.

Advisory

N·JESSUP, PA

Data as of Mar 2, 2026 · Source: SEC Form ADV

Total AUM
$232M
1-Year AUM Growth
+2.6%
3-Year CAGR
+11.1%
Employees
5
Assets Under Management
Total AUM$232M
Discretionary AUM$232M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,025
Team
Total Employees5
Investment Advisers7
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record52
First FilingMar 24, 2009
Latest FilingMar 2, 2026
🔒 Full AUM trend chart and 52 historical filings spanning 17+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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