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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Timber fusionCrest +more
- Established Date
- 01-03-2011
- Office Locations
- 1
Office Locations
About Integrity Investment Advisors
Integrity Investment Advisors is a fee-only fiduciary RIA serving high-net-worth “everyday millionaires,” especially business owners and clients 5–10 years pre/post retirement or facing liquidity and concentrated-stock events. The firm delivers integrated portfolio management, financial planning, and advanced tax strategy (tax prep available via a sister firm), using evidence-based indexing and factor tilts with access to DFA plus tax-aware direct indexing and long/short SMAs (e.g., AQR).
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Owner & Executives
TODD JACOB MOERMAN
Chief Compliance Officer, Managing Member, Wealth Management Advisor
- CRD
- #5806129
- Ownership
- 75% or more
ELIZABETH O MOERMAN
--
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Robert Samuel Hamilton
Certified Financial Planner
- CRD
- #6331348
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $385,759,178 | $780,889 |
| Non-Discretionary | $8,532,916 | $474,051 |
| Total | $394,292,094 | $770,102 |
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Separately Managed Accounts
Total SMA Asset: $394,292,094
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,930,012,382 | 29.8% |
| Equity - Exchange | $984,435,846 | 15.2% |
| Cash | $1,768,098,591 | 27.3% |
| Private Funds | $1,794,004,798 | 27.7% |
| Total | $6,476,551,617 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH SIGNAL | OPTIMA PATHWAY | F8ED6RS1R | BNM | 11.68% | $70,099,184 |
| ZENITH VECTOR CATALYST | ELEMENT HARBOR | 0GO5NPJJW | TSJVW | 11.50% | $32,803,924 |
| RADIAL NORTH PEAK | SIGNAL DELTA | ZLGX29MG2 | LXRW | 9.76% | $57,925,233 |
| BEACON CATALYST VITAL | NORTH MERIDIAN | NAYT79ZM0 | AKC | 8.68% | $109,405,341 |
| FOCUS CATALYST | CAPITAL EMBER | BGIWXMA46 | EDRD | 0.79% | $78,448,936 |
| PIONEER NORTH SIGNAL | EAGLE EAGLE | TLO8DFB1J | LJF | 7.85% | $53,592,003 |
| SIGNAL OAK | VALUE RADIAL | LSCEIHIBJ | PKL | 3.29% | $22,003,548 |
| VALUE ELEMENT | EMBER CAPITAL | H447E3TLQ | JAN | 8.22% | $51,153,281 |