Fee-only adviser · Carmel, IN
Integrated Investment Strategies,inc.
Integrated Investment Strategies,inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Carmel, Indiana. On its latest Form ADV, filed June 8, 2026, it reports $105M in regulatory assets under management, 156 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 122706 · SEC file 801-136676 |
| Office | 600 E Carmel Drive Suite 110 Carmel, IN 46032 |
| Phone | (317) 843-5577 |
| Website | www.integratedinvestments.com |
| Regulatory assets under management | $105M |
| Individual clients | 156 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Other |
| Services | Financial planning, Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | June 8, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Carmel
- Valeo Financial Advisors, LLC $13.0B
- Shepherd Financial $7.5B
- Oxford Financial Group, Ltd $23.3B
- Goelzer Investment Management $4.5B
- Halter Ferguson Financial Inc $705M
- The Financial Resource Center $642M
See all 25 fee-only advisers in Carmel →
Nearby
- Indianapolis 37 firms
- Zionsville 3 firms
- Indianpolis 1 firm
- Fishers 12 firms
- Noblesville 2 firms
- Brownsburg 2 firms
- Plainfield 1 firm
- Pendleton 1 firm
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