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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-12-2007
- Office Locations
- 1
Office Locations
About Integrity Capital Management
Integrity Capital Management is a fee-only, fiduciary RIA in Kingsport, TN providing investment management plus financial/retirement and Social Security planning for individuals and families. The team also advises employer retirement plans as a co-fiduciary with ongoing, face-to-face employee guidance. Partners include CFP professionals and an AIF/CRPC-designated advisor.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN CHRISTOPHER ATKINS
Investment Advisor Representative, Owner
- CRD
- #4780060
- Ownership
- 25% but less than 50%
PAMELA ANNETTE REHART
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Owner
- CRD
- #4467315
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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JOSEPH BARRY BAILEY
Advisor
- CRD
- #4078666
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $180,540,377 | $374,565 |
| Non-Discretionary | $0 | -- |
| Total | $180,540,377 | $374,565 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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