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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-01-2021
- Office Locations
- 8
Office Locations
About Integrity Financial Advisors, LLC
Integrity Financial Advisors is a planning-first wealth manager focused on helping clients across life stages build and preserve generational wealth. The team provides tailored financial planning and investment management using a risk-managed, empirically based methodology that monitors global market risk, supported by technology to keep plans dynamic. A key differentiator is continuity via a standardized planning process used across its adviser network.
Reported data analysis
What the numbers show
Between April 15, 2025 and June 26, 2026, reported AUM increased 8.5%, from $124.4M to $134.9M.
Across 5 reported observations, AUM increased 115.8% between November 8, 2022 and June 26, 2026, from $62.5M to $134.9M.
Of the latest reported AUM, 85.4% is discretionary and 14.6% is non-discretionary.
The firm reports 8 advisory representatives and 240 clients, or 30 clients per representative. That equates to $561.9K in reported AUM per client.
The profile lists 8 reported office locations and 5 years in operation. The source data was last updated on June 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Integrity Financial Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOSEPH BYRON HOSLER
Chief Compliance Officer, Managing Member - Cco
- CRD
- #1290907
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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CHRISTIAN FREDERICK BOCKRATH IV
--
- CRD
- #7971569
LORI ANN DAY
--
- CRD
- #6306856
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $115,159,697 | $235,500 |
| Non-Discretionary | $19,703,479 | $3,283,913 |
| Total | $134,863,176 | $272,451 |
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Separately Managed Accounts
SMA allocation detail is available
Integrity Financial Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.