SourcingSourcing

INTEGRATED CAPITAL MANAGEMENT, INC.

B55
CRD 149489·SEC 801-70055·JESSUP, PA
AUM
$232.4M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$697K
@ 30% margin
Est. Deal Value
$5.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INTEGRATED CAPITAL MANAGEMENT, INC.
CRD
149489
SEC file #
801-70055
EIN
900438638
DBA names
—

Economics

AUM
$232.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$177.0M → $232.4M▲ +31%
Client mix
Individuals Other872
State Or Municipal Govt24
Pension Profit Sharing Plans14
Individuals High Net Worth10
Charitable Organizations6

Operations

Employees (total)
7
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
6 advisors → 5 advisors▼ -17%
Primary office
JESSUP PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMOther Compensation

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PACIOTTI, MICHAEL, ANTHONY
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
PACIOTTI, MICHAEL, ANTHONY
PERFILIO, JOSEPH, CLAYTON
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
social_url_excluded:linkedin.com

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
6,105
Form 5500 Compensation Trajectory 3y
20256,105
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
6,105
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001608826
Edgar Registered
Yes
Edgar Filing Count
32
Edgar First Filing Date
2019-02-14
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
30
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0001608826-26-000006

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1574
Soi Zip Pct 200k Plus
0.0185
Soi Zip Returns 200k Plus
40
Soi Zip Total AGI
123,950
Fdic Zip Total Deposits
975,905,000
Fdic Zip Branch Count
28
Fdic Zip Top Banks
Community Bank, National Association
The First National Bank of Jermyn

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

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
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
50 ALBERIGI DRIVESUITE 114JESSUP, PA 18434
Business
50 ALBERIGI DRIVESUITE 114JESSUP, PA 18434
Edgar EIN
900438638
Edgar Recent Filings
13F-HR2026-05-07 · 0001608826-26-000006
13F-HR2026-01-08 · 0001608826-26-000001
Fdic Zip Branches Raw
The First National Bank of JermynJessup, PA
The First National Bank of JermynJessup, PA
Fdic Zip HHI
5549.24
Fdic Zip Top Bank Share Pct
71.11
Fdic Zip Year
2021
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI7,189
Returns630
Stub 2
AGI20,882
Returns560
Stub 3
AGI23,129
Returns370
Soi Zip Total Business Income
2,283
Soi Zip Total Cap Gains
1,450
Soi Zip Total Dividends
1,398
Soi Zip Total Returns
2160
Top Owner CRD
2731688
Trust Company Affiliate
No

People (6)

6
PERFILIO, JOSEPH, CLAYTON
IAR · Direct Owner · 62.5%
2421822
PACIOTTI, MICHAEL, ANTHONY
IAR · Direct Owner · 62.5%
2731688
Altmann, Rorry, Christopher
Executive Officer · 2.5%
6929068
Brian Andrew Tugend
IAR
7010783
PETER MORRIS SEYLER
IAR
4459520
RYAN J LEHMAN
IAR
4911734