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- Custodian
- Charles Schwab & Company · Folio Investments · Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- Glacier summitCatalyst radial
- Established Date
- 04-14-2009
- Office Locations
- 2
Office Locations
About Integrated Capital Management, Inc.
Integrated Capital Management (iCM) is an SEC-registered RIA providing research-driven, quantitative portfolio solutions built for financial advisors. Since 2009, it has offered time-tested and tactical strategies aimed at long-term outcomes and clearer client conversations. Strategies are available on leading advisor platforms, including TAMP and custodial programs, supported by an Advisor Content Center with insights and member-only research.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL ANTHONY PACIOTTI
Chief Investment Officer, VICE PRESIDENT
- CRD
- #2731688
- Ownership
- 50% but less than 75%
JOSEPH CLAYTON PERFILIO
Chief Compliance Officer, President
- CRD
- #2421822
- Ownership
- 50% but less than 75%
Glacier radial
Atlas harbor
- CRD
- #30603
- Ownership
- 16.4%
Showing 2 of 3 owners & executives
Unlock allContacts
RYAN J LEHMAN
Director
- CRD
- #4911734
PETER MORRIS SEYLER
Investment Specialist
- CRD
- #4459520
Momentum vertex
Insight signal
- CRD
- #73429
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $232,443,145 | $251,019 |
| Non-Discretionary | $0 | -- |
| Total | $232,443,145 | $251,019 |
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Separately Managed Accounts
Total SMA Asset: $232,443,145
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,286,473,771 | 47.8% |
| Cash | $3,588,994,370 | 52.2% |
| Total | $6,875,468,141 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER SIGNAL MOMENTUM | FOUNDATION INSIGHT | CSVTENRB9 | ZMK | 11.15% | $14,689,737 |
| GLACIER MOMENTUM EAGLE | PRIME DELTA | FIB1C1WAT | KXYB | 9.51% | $100,798,106 |
| RIDGE DELTA | PRIME QUANTUM | DTUMA8KOF | GNQZE | 6.17% | $40,069,805 |
| TIMBER HORIZON | FUSION HORIZON | 48LGW8OQU | CYYCX | 11.51% | $35,242,453 |
| CAPITAL BRIDGE | BRIDGE CREST | RKYX483RN | DIV | 4.53% | $68,626,872 |
| PIONEER UNISON | ATLAS OPTIMA | T3ZPKWDEF | OJVW | 7.44% | $112,542,389 |
| FOUNDATION EMBER ZENITH | ELEMENT WAVE | QQKGAJZJ0 | UJJJY | 1.13% | $60,910,332 |
| FOUNDATION TIMBER INSIGHT | OAK FRONTIER | H5PBJ8RR7 | USWK | 3.19% | $55,222,900 |