SourcingSourcing

INTEGRATED INVESTMENT STRATEGIES,INC.

C44
CRD 122706·SEC 801-135886·CARMEL, IN
AUM
$104.5M
$100M-$500M
Est. Revenue
$1.0M
@ 1% on AUM
Est. EBITDA
$314K
@ 30% margin
Est. Deal Value
$2.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INTEGRATED INVESTMENT STRATEGIES,INC.
CRD
122706
SEC file #
801-135886
EIN
—
DBA names
—

Economics

AUM
$104.5M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other156

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
—
Primary office
CARMEL IN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMHourly chargesOther Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
integratedinvestments.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Lubs, Daniel
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
Lubs, Daniel
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
ok
Rdap Domain
INTEGRATEDINVESTMENTS.COM
Rdap Domain Creation Date
2003-08-22T19:06:07Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
IONOS SE

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 (14)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-22T19:06:07Z
Rdap Domain Last Changed
2025-08-23T07:34:32Z
Rdap Nameservers
Ns1081.ui-dns.orgNs1090.ui-dns.deNs1100.ui-dns.bizNs1126.ui-dns.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
7032080
Trust Company Affiliate
No

People (1)

1
Daniel Lubs
Direct Owner · 87.5%
7032080