CRD: 284766
Integrated Capital Management
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- Custodian
- American Funds · Assetmark · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2016
- Office Locations
- 1
Office Locations
About Integrated Capital Management
Integrated Capital Management is an independent fiduciary RIA in Bloomfield Hills, MI, providing comprehensive financial planning and investment management for clients navigating accumulation, retirement, and distribution. The team builds tailored road-map plans that incorporate risk management, retirement planning, and employee benefit coordination, with an education-first, proactive communication cadence. Portfolios commonly use ETFs and mutual funds.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRIAN ROBERT FRANKE
Managing Member, Private Wealth Advisor
- CRD
- #5345272
- Ownership
- 50% but less than 75%
ERIC JOHN SEGER
Chief Compliance Officer, Managing Member
- CRD
- #4213246
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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CATHY ANN NAVARREROSS
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- CRD
- #1649922
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $403,113,070 | $201,960 |
| Non-Discretionary | $26,647,077 | $1,065,883 |
| Total | $429,760,147 | $212,647 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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