RIA Intel›Advisers›California›INTEGROUS

INTEGROUS

Advisory

CA

Data as of Apr 20, 2026 · Source: SEC Form ADV

Rank in CA

#5,003

of 5,480 advisers by AUM

Average account

$108K

across 36 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 20, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$4M

Discretionary AUM$0

Non-Discretionary AUM$4M

Discretionary %0%

Total Clients15

Team

Total Employees4

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

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

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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

15 clients

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

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Advisers of similar size in CA

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

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CAMBYSES FINANCIAL ADVISORS

$4M

PARKWOOD CAPITAL MANAGEMENT LLC

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