SourcingSourcing

INTEGRITY CAPITAL MANAGEMENT LLC

C40
CRD 142693·SEC 801-70864·KINGSPORT, TN
AUM
$180.5M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$542K
@ 30% margin
Est. Deal Value
$4.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INTEGRITY CAPITAL MANAGEMENT LLC
CRD
142693
SEC file #
801-70864
EIN
—
DBA names
Integrity Capital Management

Economics

AUM
$180.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$153.6M → $180.5M▲ +18%
Client mix
Individuals Other307
Individuals High Net Worth54

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
KINGSPORT TN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
retirewithicm.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ATKINS, JOHN, CHRISTOPHER
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
ATKINS, JOHN, CHRISTOPHER
REHART, PAMELA, ANNETTE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
RETIREWITHICM.COM
Rdap Domain Creation Date
2010-03-23T19:06:52Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
299,115
Form 5500 Compensation Trajectory 3y
2025299,115
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
299,115
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1592
Soi Zip Pct 200k Plus
0.0414
Soi Zip Returns 200k Plus
720
Soi Zip Total AGI
1,098,009
Fdic Zip Total Deposits
23,483,835,000
Fdic Zip Branch Count
400
Fdic Zip Top Banks
First Tennessee Bank, National Association
Bank of Tennessee

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
E*trade4
Fidelity2
Fdic Zip Branches Raw
Tri-City Bank and Trust CompanyKingsport, TN
Citizens BankKingsport, TN
Fdic Zip HHI
1161.76
Fdic Zip Top Bank Share Pct
19.75
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-03-23T19:06:52Z
Rdap Domain Last Changed
2025-03-24T12:58:59Z
Rdap Nameservers
Ns33.domaincontrol.comNs34.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI73,981
Returns5,800
Stub 2
AGI175,318
Returns4,850
Stub 3
AGI151,478
Returns2,460
Soi Zip Total Business Income
54,116
Soi Zip Total Cap Gains
43,268
Soi Zip Total Dividends
19,747
Soi Zip Total Returns
17,400
Top Owner CRD
4780060
Trust Company Affiliate
No

People (4)

4
ATKINS, JOHN, CHRISTOPHER
IAR · Direct Owner · 37.5%
4780060
REHART, PAMELA, ANNETTE
IAR · Direct Owner · 37.5%
4467315
WILLIAMS, ANGELA, HOPE
IAR · Direct Owner · 37.5%
5188929
JOSEPH BARRY BAILEY
IAR
4078666