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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-18-2005
- Office Locations
- 10
Office Locations
About Integrity Financial Corporation
Integrity Financial Corporation is an independent RIA (founded 2004) serving entrepreneurs, executives, artists, athletes, and global families with private client, family office, and workplace solutions geared to multi-generational wealth. Portfolio management commonly uses ETFs alongside public and private funds, with global jurisdictional tax and investment advice available through partners. Multi-office footprint; primary custodian Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
KRISTOFER RYAN GRAY
Advisor, Chief Compliance Officer, PRINCIPAL
- CRD
- #4705047
- Ownership
- 75% or more
SARAH JHALEH ARCHER
Chief Investment Officer
- CRD
- #5843776
- Ownership
- Less than 5%
Vertex value
Ember ember
- CRD
- #72391
- Ownership
- 16.0%
Showing 2 of 4 owners & executives
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Gabriel S Boruff
Financial Advisor
- CRD
- #6973039
BRANDON MICHAEL BUSH
Financial Advisor
- CRD
- #6171782
Alpha ember
Vertex vector
- CRD
- #47967
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $685,817,406 | $545,599 |
| Non-Discretionary | $182,245,843 | $979,816 |
| Total | $868,063,249 | $601,568 |
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Separately Managed Accounts
Total SMA Asset: $836,488,358
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $229,117,106 | 34.3% |
| Private Funds | $50,766,473 | 7.6% |
| Equity - Exchange | $222,437,307 | 33.3% |
| Cash | $165,659,016 | 24.8% |
| Total | $667,979,902 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN ZENITH BRIDGE | VECTOR HARBOR | VER15ZJG4 | NJXL | 4.35% | $81,883,443 |
| MATRIX LEGACY | VALUE WAVE | CWLRUQR6I | WZPJS | 9.69% | $13,960,337 |
| BRIDGE RIDGE | BEACON VALUE | S14RC11XU | YQXA | 9.56% | $58,454,136 |
| VITAL WAVE | ELEMENT HARBOR | CXMBJLOIG | YKO | 5.24% | $104,807,697 |
| PRIME MERIDIAN | FOUNDATION GLACIER | KGEKT00IW | LGAPR | 10.49% | $17,457,178 |
| MERIDIAN VALUE FRONTIER | PRIME VALUE | 246NCXDJL | NJX | 6.24% | $46,255,052 |
| GLACIER BRIDGE | CREST CREST | F80V7G3IY | FRZR | 10.81% | $113,935,882 |
| PRIME DELTA | DELTA FOCUS | 7PA7GDEFD | LSPDI | 11.44% | $97,791,594 |