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Integras Partners, LLC

Integras Partners, LLC. CRD 172979

Integras Partners, LLC logo

CRD: 172979

Integras Partners, LLC

Alpharetta, GA, 30005
4049412800
integraspartners.com
$244.8M Total AUM
$244.8M Disc. AUM
12.5% 3Y CAGR
5 Employees
189 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
Value vitalRadial quantum +more
Established Date
01-02-2015
Office Locations
2

Office Locations

3180 North Point Parkway Suite 102 Alpharetta GA
-- Hudson MA

About Integras Partners, LLC

Integras Partners, LLC is an Alpharetta, GA RIA providing goal-based financial planning and portfolio management built around the timeframes of clients’ objectives. The firm serves young and established professionals and retirement-minded households, aiming to reduce “market noise” with disciplined strategies. Portfolios commonly use ETFs and mutual funds, with custody support through Fidelity/NFS.

Team overview

55 AVG AGE
$81.6M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
6.8 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Foundation Radial signal Crest Element Zenith atlas Frontier value Element

Client Personas

Catalyst vertex

Custodian

North Radial ember Radial timber Ember Summit pathway Zenith Harbor Wave momentum Meridian Focus Radial Glacier

Investment Themes

Pioneer Vector

Investment Vehicles

Zenith peak

Platform

Meridian north Timber

Services

Matrix signal Legacy Capital insight Vital pathway Bridge element North eagle Summit capital

Technology

Value vertex Insight Catalyst prime Vital catalyst

Owner & Executives

ALBERT SIDNEY BROWNING IV

ALBERT SIDNEY BROWNING IV

Chief Compliance Officer, Chief Executive Officer, Investment Advisor, Managing Member, Managing Partner

CRD
#3126567
Ownership
50% but less than 75%
(676) 523-2606
ridge.crest@embercapital.com
in linkedin.com/in/momentum-momentum
KEITH DAVID JOHNSON

KEITH DAVID JOHNSON

Chief Investment Officer, Managing Partner

CRD
#1666714
Ownership
50% but less than 75%
(420) 909-7288
bridge.delta@embercapital.com
in linkedin.com/in/legacy-quantum
U

Unison matrix

Fusion element

CRD
#61477
Ownership
49.0%
(450) 546-1425
bridge.catalyst@frontiercapital.com
in linkedin.com/in/signal-atlas

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Contacts

T

Thomas Justin Kozelka

--

CRD
#2786921
(975) 860-1373
bridge.value@pathwaycapital.com
in linkedin.com/in/optima-pioneer

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-18-2022
02-24-2023
05-28-2024
10-07-2025
02-24-2026
Category Assets AVG. Account size
Discretionary $244,833,956 $431,806
Non-Discretionary $0 --
Total $244,833,956 $431,806

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Separately Managed Accounts

Total SMA Asset: $244,833,956

$244.8M Total SMA
Public Funds:
19.2%
Equity - Exchange:
26.1%
Cash:
23.4%
Other:
6.3%
Corporate - Non-Investment Grade:
7.7%
Equity - OTC:
17.3%
Asset class Assets Assets %
Public Funds $1,227,106,870 19.2%
Equity - Exchange $1,668,098,402 26.1%
Cash $1,495,536,498 23.4%
Other $402,644,442 6.3%
Corporate - Non-Investment Grade $492,120,984 7.7%
Equity - OTC $1,105,674,419 17.3%
Total $6,391,181,615 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
OAK NORTH PATHWAY INSIGHT OPZ6AN4GG PWKEC 2.93% $30,847,491
LEGACY HARBOR MATRIX GLACIER CATALYST 1JD7603ST ANCNZ 6.89% $109,748,311
EMBER VECTOR SUMMIT FOUNDATION RIDGE 83LPC3UU8 KJDCX 6.93% $70,772,666
SIGNAL CAPITAL FUSION FOUNDATION GLACIER T5A0VV6Q2 FIARV 7.70% $30,119,281
FRONTIER CATALYST GLACIER CREST EMBER QYW315WMN FYCE 7.21% $67,822,223
VECTOR CAPITAL GLACIER BRIDGE GAZKB75PX CIR 5.08% $25,600,680
FOCUS PRIME TIMBER FOCUS FOCUS HL7N47TRR BSAG 2.67% $43,348,613
HORIZON FRONTIER FRONTIER PIONEER FOUNDATION 6SU2XA8RI HNX 10.49% $65,713,695

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