INTEGRATED ADVISORS NETWORK LLC

CRD

171991

SEC file #

801-96203

EIN

465754053

DBA names

—

Economics

AUM

$5.52B

AUM band

$1B+

AUM trajectory

'20 · $1.02B

'21 · $1.48B

'22 · $2.72B

'23 · $3.43B

'25 · $4.59B

'26 · $5.52B

'20'26

$1.02B → $5.52B▲ +439%

sec adv history

Client mix

Individuals Other	6,711
Individuals High Net Worth	652
Corporations	153
Charitable Organizations	63
Pension Profit Sharing Plans	33

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 63 advisors

'21 · 79 advisors

'22 · 81 advisors

'23 · 74 advisors

'25 · 83 advisors

'26 · 81 advisors

'20'26

63 advisors → 81 advisors▲ +29%

sec adv history

Primary office

DALLAS TX

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses

Fee basis

% of AUMHourly chargesFixed feesPerformance-based fees

Filings

Latest ADV filing

03/31/2026

linkedin.com/company/candid-financial-llc(social)

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

TX-HI, LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

TX-HI, LLC

GROVES, JEFFREY, JAMES

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

fallback_guess:integratednetwork.com

rdap

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

108,773

Form 5500 Compensation Trajectory 3y

2025

108,773

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

108,773

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001660177

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2020-02-06

Edgar Last Filing Date

2026-04-28

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-28

Accession0001660177-26-000002

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (11)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	11
Raymond James	5
E*trade	4
Fidelity	3

adv brochure

Edgar Addresses

Mailing

8117 PRESTON RD SUITE 300DALLAS, TX 75225

Business

8117 PRESTON RD SUITE 300DALLAS, TX 75225

Edgar EIN

465754053

Edgar Recent Filings

13F-HR2026-04-28 · 0001660177-26-000002

13F-HR2026-02-17 · 0001660177-26-000001

Firm Has Custody

Yes

Mailing Office Differs

Trust Company Affiliate

IAR · Executive Officer · 2.5%

People (53)

YOUNG, MICHAEL, ALLEN

2408324

GROVES, JEFFREY, JAMES

Executive Officer · 2.5%

2252184

PIX, LINDA, MICHELLE

Executive Officer · 2.5%

2162592

TYLER, DANIELLE, LYNNE

Executive Officer · 2.5%

CHRISTOPHER JOHN RICHARD

KERSTIN ELIZABETH RAMSTROM

Michael Connor Stephenson

PETER CHRISTIAN ANDERSEN

2397678

TERRI ZIEGLE CAMPBELL

WILLIAM GEORGE YOCIUS

4741695

Allyson Conway Sacratini

Michael William Brown

JEFFREY WAYNE STEPHENSON

THOMAS RANDALL SAMUELSON

2714599

Cheyanne Natalia Powell

8138417

Albert Michael Demicell

RICK JOSEPH MILITELLO

BENJAMIN THOMAS NEWHOUSE

3105894

ERIC CHRISTOPHER MEUSHAW

4355343

Michael Shannon Coleman

6405946

WENDIE CAPRICE HOHMAN

NATHAN DOUGLAS O'STEEN

2094599

WILLIAM FRANCIS BERNER

Nicole Marie Rukstalis