SourcingSourcing

INTEGRA FINANCIAL, INC.

A76
CRD 113422·SEC 801-126823·GREENWOOD VILLAGE, CO
AUM
$123.4M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$370K
@ 30% margin
Est. Deal Value
$3.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INTEGRA FINANCIAL, INC.
CRD
113422
SEC file #
801-126823
EIN
—
DBA names
—

Economics

AUM
$123.4M
AUM band
$100M-$500M
AUM trajectory
'23'26
$130.4M → $123.4M▼ -5%
Client mix
Individuals Other83
Individuals High Net Worth30
Pension Profit Sharing Plans1

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'23'26
3 advisors → 4 advisors▲ +33%
Primary office
GREENWOOD VILLAGE CO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/05/2026
ADV-W filed at
—
Website
linkedin.com/company/integra-financial-inc.(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ASHBY, WILLIS, GATCH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ASHBY, WILLIS, GATCH
ASHBY, ALISON, MARIE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:integra.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1100189
Trust Company Affiliate
No

People (4)

4
ASHBY, WILLIS, GATCH
IAR · Direct Owner · 87.5%
1100189
ASHBY, ALISON, MARIE
IAR · Direct Owner · 17.5%
7697231
KEITH ROBERT FEVURLY
IAR
4630487
Ryan Garcia
IAR
8233855