$1.1B Total AUM
$1.1B Disc. AUM
91.3% 3Y CAGR
113 Employees
2,428 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- FoundationCatalyst +more
- Established Date
- 03-26-2018
- Office Locations
- 87
Office Locations
1 Point West Blvd. Saint Charles MO
10163 Fortune Parkway Suite G18 Jacksonville FL
108 Grove ST Worcester MA
About Integrity Advisory Solutions
Integrity Advisory Solutions (Integrity Wealth) connects clients with advisors nationwide and delivers personalized financial planning and investment management through an open-architecture platform. Portfolios emphasize ETFs alongside core U.S. government/agency fixed income, with online performance and allocation reporting via Click Account View. Operates across retail and institutional channels and supports custody at Schwab and Fidelity/NFS.
Team overview
45 AVG AGE
$10.2M AVG AUM / ADVISOR
$454.5K AVG AUM / CLIENT
1.6 yrs AVG TENURE
113 Employees
108 Advisory Reps
108 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Pioneer Insight timber Ridge alpha Catalyst Crest vector Fusion
Client Personas
Glacier
Custodian
Peak summit
Investment Themes
Frontier meridian Beacon Crest vector Optima crest Meridian Pioneer focus Foundation
Investment Vehicles
Oak crest Catalyst quantum
Platform
Pathway Vector ember
Services
Vertex meridian Ember vital Timber Zenith quantum Horizon Crest radial Element vertex
Technology
Prime prime Bridge Unison zenith Eagle vector Matrix eagle Insight momentum
Owner & Executives
B
BRIAN EDWARD AUKES
President
- CRD
- #2712193
- Ownership
- Less than 5%
(917) 790-6815
catalyst.zenith@vectorcapital.com
in linkedin.com/in/insight-signal
C
CHRISTOPHER AARON MERLA
HEAD OF OPERATIONS
- CRD
- #4790661
- Ownership
- Less than 5%
(940) 428-1308
vector.oak@pioneercapital.com
in linkedin.com/in/wave-horizon
T
Timber focus
Eagle crest vital
- CRD
- #29152
- Ownership
- 26.0%
(857) 690-8499
frontier.alpha@legacycapital.com
in linkedin.com/in/radial-harbor
Showing 2 of 5 owners & executives
Unlock allContacts
M
Miriam Abraham
--
- CRD
- #7844599
(231) 451-5198
quantum.prime@alphacapital.com
in linkedin.com/in/optima-summit
J
Jarod Lee Aholt
--
- CRD
- #8103390
(655) 708-1436
foundation.summit@embercapital.com
in linkedin.com/in/radial-catalyst
S
Signal summit
Vital horizon prime
- CRD
- #45049
(393) 959-3828
insight.meridian@vertexcapital.com
in linkedin.com/in/meridian-eagle
Showing 2 of 121 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,103,455,772 | $266,342 |
| Non-Discretionary | $0 | -- |
| Total | $1,103,455,772 | $266,342 |
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Separately Managed Accounts
Total SMA Asset: $1,103,455,772
Public Funds:
20.9% Equity - Exchange:
29.0% U.S. Government/Agency:
7.4% Corporate - Non-Investment Grade:
24.8% Cash:
17.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $939,521,913 | 20.9% |
| Equity - Exchange | $1,303,642,846 | 29.0% |
| U.S. Government/Agency | $332,653,692 | 7.4% |
| Corporate - Non-Investment Grade | $1,114,839,399 | 24.8% |
| Cash | $804,662,307 | 17.9% |
| Total | $4,495,320,157 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HARBOR ELEMENT VITAL | QUANTUM EAGLE | 6N5FY6H8Q | FZZ | 2.35% | $21,950,702 |
| PIONEER NORTH | INSIGHT ZENITH | 1T1BS86KP | EVT | 0.61% | $118,627,853 |
| LEGACY EAGLE GLACIER | ATLAS VECTOR | A9SDFRCU0 | KNWVR | 7.61% | $110,910,791 |
| FRONTIER BRIDGE FOUNDATION | UNISON ALPHA | XX2381HJG | GLJN | 6.90% | $66,072,310 |
| RADIAL CAPITAL | RADIAL RADIAL | 7ELFKFOR1 | AOSQZ | 7.98% | $52,839,447 |
| NORTH VITAL PEAK | CREST NORTH | KJAHDH6YY | MAZF | 4.36% | $16,073,422 |
| WAVE OPTIMA | FOUNDATION PIONEER | P8YWSY5WM | RZXZY | 5.01% | $10,045,932 |
| FOCUS EMBER HARBOR | OAK PRIME | 7RS617NIG | HAJT | 12.00% | $80,647,446 |