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- Custodian
- Charles Schwab & Company · Folio Investments · Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between December 23, 2025 and March 2, 2026, reported AUM increased 9.5%, from $212.3M to $232.4M.
Across 5 reported observations, AUM increased 5.3% between March 24, 2022 and March 2, 2026, from $220.8M to $232.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 928 clients, or 185.6 clients per representative. That equates to $250.5K in reported AUM per client.
The profile lists 2 reported office locations and 17 years in operation. The source data was last updated on March 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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AdvizorPro subscribers can review Integrated Capital Management, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Integrated Capital Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 3 owners & executives
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RYAN J LEHMAN
Director
- CRD
- #4911734
PETER MORRIS SEYLER
Investment Specialist
- CRD
- #4459520
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
SMA allocation detail is available
Integrated Capital Management, Inc. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Integrated Capital Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.