SourcingSourcing

INTEGRAS PARTNERS, LLC

B55
CRD 172979·SEC 801-80657·ALPHARETTA, GA
AUM
$244.8M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$735K
@ 30% margin
Est. Deal Value
$5.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INTEGRAS PARTNERS, LLC
CRD
172979
SEC file #
801-80657
EIN
271970537
DBA names
—

Economics

AUM
$244.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$162.1M → $244.8M▲ +51%
Client mix
Individuals Other107
Individuals High Net Worth80
Charitable Organizations1

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
ALPHARETTA GA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUM

Filings

Latest ADV filing
02/24/2026
ADV-W filed at
—
Website
x.com/integrastweets

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BROWNING, ALBERT, SIDNEY
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
BROWNING, ALBERT, SIDNEY
JOHNSON, KEITH, DAVID
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
fallback_guess:integras.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
5
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002055384
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2025-02-10
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0001172661-26-001741

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Fidelity2
Edgar Addresses
Mailing
3180 NORTH POINT PARKWAYSUITE 102ALPHARETTA, GA 30005
Business
3180 NORTH POINT PARKWAYSUITE 102ALPHARETTA, GA 30005
Edgar EIN
271970537
Edgar Recent Filings
13F-HR2026-05-12 · 0001172661-26-001741
13F-HR2026-01-29 · 0001172661-26-000378
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
3126567
Trust Company Affiliate
No

People (3)

3
JOHNSON, KEITH, DAVID
IAR · Direct Owner · 62.5%
1666714
BROWNING, ALBERT, SIDNEY
IAR · Direct Owner · 62.5%
3126567
Frushell, Michal-Erin
IAR · Executive Officer · 2.5%
6538838