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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

INTEGRITY FINANCIAL CORPORATION

CRD 137125

JACKSON, WY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:11115fd8-13ab-5b64-b34b-fa667199a100

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 40
Dated events: 12
On other graphs: 0
Observed: Feb 8, 2016 to Mar 27, 2026
36 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.69 fund_share=0.04 institutional_share=0.25 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $868MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $686M
Private client RAUM: $601MderivedItem 5.D individuals plus high net worth individuals
Private client share: 69%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 15
RAUM per advisor: $57.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 21
Advisory employees: 0
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 1,443
Individual clients: 1,045
High net worth clients: 164
Custody, client assets: $3.2M
SEC number: 801-107275
CRD: 137125
Filings on the tape: 36
First filed: Feb 8, 2016
Latest filed: Mar 27, 2026
Organised: Corporation, WY

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
KRISTOFER RYAN GRAY	n/a	JACKSON, WY \| MALIBU, CA	20	22	n/a	no
DEANN NICHOLE CROSS	n/a	BELLEVUE, WA	19	25	2	no
JASON BOWDEN MCKINNEY	n/a	JACKSON, WY	15	16	1	no
WARREN BERTRAM LANGSFORD	n/a	Bellevue, WA	12	12	n/a	no
RYAN WILLIAM SAPP	n/a	JACKSON, WY	8	12	n/a	no
Logan Hunter Robert Thompson	n/a	JACKSON, WY \| Sacramento, CA	6	10	n/a	no
Daniel Brett Van Attenhoven	n/a	Sacramento, CA \| JACKSON, WY	6	10	n/a	no
Loren Wengerd	n/a	Jackson, WY	4	12	n/a	no
LOWELL MCCARTHY	n/a	JACKSON, WY	3	15	1	no
SCOTT ADAM WILSON	Certified Financial Planner	JACKSON, WY \| MALIBU, CA	2	12	1	no
BRANDON MICHAEL BUSH	Certified Financial Planner	MANHATTAN BEACH, CA \| JACKSON, WY	2	13	n/a	no
Theodore Michael Steelman	Certified Financial Planner	Bozeman, MT \| JACKSON, WY	2	11	1	no
ADMAND Y WONG	n/a	BELLEVUE, WA	1	17	1	no
MICHAEL ANTHONY SANCHEZ	n/a	Malibu, CA	1	30	5	no
Alexander Donald Whitney	n/a	Malibu, CA	1	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GRAY, KRISTOFER, RYAN	Principal	E	yes	08/2004	Feb 8, 2016	Dec 26, 2024
WILSON, SCOTT, ADAM	CHIEF FINANCE OFFICER	Na	yes	04/2020	Mar 24, 2021	Dec 26, 2024
ARCHER, SARAH, JHALEH	CHIEF INVESTMENT OFFICER	Na	no	09/2013	Aug 10, 2016	Dec 26, 2024
CROSS, DEANN, NICHOLE	CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER	Na	no	09/2013	Aug 10, 2016	Dec 26, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Malibu	CA	United States	5	no
COSTA MESA	CA	United States	2	no
Bozeman	Mt	United States	1	no
Bellevue	Wa	United States	1	no
Jackson	Wy	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$868M	$686M	21	0	5	n/a	n/a
2024	Apr 2, 2025	$680M	$564M	22	20	6	n/a	n/a
2023	Mar 26, 2024	$549M	$451M	21	18	7	n/a	n/a
2022	Mar 24, 2023	$463M	$399M	21	18	7	n/a	n/a
2021	Mar 31, 2022	$553M	$486M	19	14	7	n/a	n/a
2020	Mar 24, 2021	$361M	$280M	22	18	6	n/a	n/a
2019	Mar 26, 2020	$293M	$252M	20	17	6	n/a	n/a
2018	Mar 26, 2019	$224M	$195M	19	14	5	n/a	n/a
2017	Mar 28, 2018	$191M	$162M	15	15	5	n/a	n/a
2016	Mar 1, 2017	$144M	$118M	18	18	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	4	-4	26.7%	0	1	0	3	6

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$868M	$680M	27.6%	$463M	23.3%	21	22	5	6

Relationships

Registered with (34)

← Alexander Donald WhitneyAdvisorregistration: current employment
Sep 12, 2025 to presentfactForm ADV
← MICHAEL ANTHONY SANCHEZAdvisorregistration: current employment
Jul 14, 2025 to presentfactForm ADV
← ADMAND Y WONGAdvisorregistration: previous registration
Mar 10, 2011 to Oct 16, 2024factForm ADV
← BRANDON MICHAEL BUSHAdvisorregistration: current employment
Nov 13, 2023 to presentfactForm ADV
← Theodore Michael SteelmanAdvisorregistration: current employment
Nov 13, 2023 to presentfactForm ADV
← SCOTT ADAM WILSONAdvisorregistration: current employment
Nov 10, 2023 to presentfactForm ADV
← LOWELL MCCARTHYAdvisorregistration: current employment
Nov 11, 2022 to presentfactForm ADV
← Loren WengerdAdvisorregistration: current employment
Apr 22, 2022 to presentfactForm ADV
← Logan Hunter Robert ThompsonAdvisorregistration: current employment
Sep 18, 2020 to presentfactForm ADV
← Daniel Brett Van AttenhovenAdvisorregistration: current employment
Sep 18, 2020 to presentfactForm ADV
← RYAN WILLIAM SAPPAdvisorregistration: current employment
Feb 13, 2018 to presentfactForm ADV
← WARREN BERTRAM LANGSFORDAdvisorregistration: current employment
Oct 1, 2013 to presentfactForm ADV
← JASON BOWDEN MCKINNEYAdvisorregistration: current employment
Jul 5, 2011 to presentfactForm ADV
← DEANN NICHOLE CROSSAdvisorregistration: current employment
Aug 2, 2007 to presentfactForm ADV
← KRISTOFER RYAN GRAYAdvisorregistration: current employment
Nov 18, 2005 to presentfactForm ADV
← SARAH JHALEH ARCHERAdvisorregistration: previous registration
Oct 13, 2010 to Apr 13, 2026factForm ADV
← Steven David KarkennyAdvisorregistration: previous registration
Oct 7, 2022 to Sep 29, 2025factForm ADV
← Taylor Christian SniderAdvisorregistration: previous registration
Jan 7, 2021 to Sep 29, 2025factForm ADV
← Adam Michael AnschultzAdvisorregistration: previous registration
Jun 12, 2017 to May 12, 2025factForm ADV
← Jeremy Daniel CumbeeAdvisorregistration: previous registration
Aug 1, 2019 to Apr 14, 2025factForm ADV
← LOCKWOOD POOL HOLMESAdvisorregistration: previous registration
Mar 5, 2015 to Nov 11, 2022factForm ADV
← ANDREW JAMES MESCONAdvisorregistration: previous registration
Jun 3, 2013 to Sep 1, 2022factForm ADV
← CHRISTOPHER JOSEPH RIBOLIAdvisorregistration: previous registration
Jul 3, 2013 to Nov 11, 2021factForm ADV
← Reid Satoru Sakata KitagawaAdvisorregistration: previous registration
Jan 28, 2020 to Nov 11, 2021factForm ADV
← JORDAN ALLEN TUCHEKAdvisorregistration: previous registration
Nov 1, 2019 to Apr 8, 2021factForm ADV
← Jason Michael ThonssenAdvisorregistration: previous registration
Apr 2, 2018 to Dec 23, 2020factForm ADV
← Michael David Josiah van PuttenAdvisorregistration: previous registration
May 8, 2019 to Sep 9, 2020factForm ADV
← DANIELS PETERA DELS VOYTESHONOCKAdvisorregistration: previous registration
Sep 6, 2017 to Jun 14, 2019factForm ADV
← Keith Aaron McBrideAdvisorregistration: previous registration
Dec 20, 2010 to Apr 5, 2019factForm ADV
← DANIEL CLARK BLAKEYAdvisorregistration: previous registration
Feb 10, 2014 to Feb 22, 2019factForm ADV
and 4 more

Moved with (1)

→ KANAN ADVISORSRegistered adviser2 advisors, team lift out, same day
Sep 29, 2025 to Nov 17, 2025factForm ADV

Owns (2)

← CROSS, DEANN, NICHOLEOwnerCHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER, ownership code NA, individual
Aug 10, 2016 to Dec 26, 2024factForm ADV
← ARCHER, SARAH, JHALEHOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Aug 10, 2016 to Dec 26, 2024factForm ADV

Controls (2)

← GRAY, KRISTOFER, RYANOwnerPRINCIPAL, ownership code E, individual
Feb 8, 2016 to Dec 26, 2024factForm ADV
← WILSON, SCOTT, ADAMOwnerCHIEF FINANCE OFFICER, ownership code NA, individual
Mar 24, 2021 to Dec 26, 2024factForm ADV

Dated events

Occurred
Aug 31, 2026
Advisor changed firm
Gabriel S Boruff left Integrity Financial Corporation for Savvy (registered 2026-09-17)
Form ADVobserved 2 days ago
Occurred
Apr 13, 2026
Advisor changed firm
Sarah Jhaleh Archer left Integrity Financial Corporation for Vincimus Capital, Llc (registered 2026-05-07)
Form ADVobserved 5 days ago
Occurred
Mar 27, 2026
Regulatory AUM changed
Integrity Financial Corporation reported RAUM $868.1M, up 28% from $680.1M (2025-04-02 to 2026-03-27)
Form ADVobserved 5 days ago
$188M
Occurred
Sep 29, 2025
Advisor changed firm
Steven David Karkenny left Integrity Financial Corporation for Kanan Advisors (registered 2025-09-30)
Form ADVobserved 5 days ago
Occurred
Sep 29, 2025
Advisor changed firm
Taylor Christian Snider left Integrity Financial Corporation for Kanan Advisors (registered 2025-11-17)
Form ADVobserved 5 days ago
Occurred
May 12, 2025
Advisor changed firm
Adam Michael Anschultz left Integrity Financial Corporation for Kanan Advisors (registered 2026-07-28)
Form ADVobserved 5 days ago
Occurred
Apr 14, 2025
Advisor changed firm
Jeremy Daniel Cumbee left Integrity Financial Corporation for Mission Wealth Management, Lp (registered 2025-04-22)
Form ADVobserved 5 days ago
Occurred
Nov 11, 2022
Advisor changed firm
Lockwood Pool Holmes left Integrity Financial Corporation for Vincimus Capital, Llc (registered 2022-06-17)
Form ADVobserved 5 days ago
Occurred
Sep 1, 2022
Advisor changed firm
Andrew James Mescon left Integrity Financial Corporation for Ballast Rock Private Wealth (registered 2022-11-04)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2022
Regulatory AUM changed
Integrity Financial Corporation reported RAUM $553.3M, up 53% from $360.9M (2021-09-15 to 2022-03-31)
Form ADVobserved 5 days ago
$192M
Occurred
Mar 24, 2021
Control person joined
Adam Scott Wilson (Chief Finance Officer) appeared on Schedule A of Integrity Financial Corporation
Form ADVobserved 5 days ago
Occurred
Feb 8, 2016
First Form ADV filing
Integrity Financial Corporation filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:11115fd8-13ab-5b64-b34b-fa667199a100
First observed: Feb 8, 2016
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INTEGRITY FINANCIAL CORPORATION

CRD 137125

JACKSON, WY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:11115fd8-13ab-5b64-b34b-fa667199a100

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:35 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KRISTOFER RYAN GRAY

n/a

JACKSON, WY | MALIBU, CA

n/a

DEANN NICHOLE CROSS

n/a

BELLEVUE, WA

JASON BOWDEN MCKINNEY

n/a

JACKSON, WY

WARREN BERTRAM LANGSFORD

n/a

Bellevue, WA

n/a

RYAN WILLIAM SAPP

n/a

JACKSON, WY

n/a

Logan Hunter Robert Thompson

n/a

JACKSON, WY | Sacramento, CA

n/a

Daniel Brett Van Attenhoven

n/a

Sacramento, CA | JACKSON, WY

n/a

Loren Wengerd

n/a

Jackson, WY

n/a

LOWELL MCCARTHY

n/a

JACKSON, WY

SCOTT ADAM WILSON

Certified Financial Planner

JACKSON, WY | MALIBU, CA

BRANDON MICHAEL BUSH

Certified Financial Planner

MANHATTAN BEACH, CA | JACKSON, WY

n/a

Theodore Michael Steelman

Certified Financial Planner

Bozeman, MT | JACKSON, WY

ADMAND Y WONG

n/a

BELLEVUE, WA

MICHAEL ANTHONY SANCHEZ

n/a

Malibu, CA

Alexander Donald Whitney

n/a

Malibu, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GRAY, KRISTOFER, RYAN

Principal

yes

08/2004

Feb 8, 2016

Dec 26, 2024

WILSON, SCOTT, ADAM

CHIEF FINANCE OFFICER

yes

04/2020

Mar 24, 2021

Dec 26, 2024

ARCHER, SARAH, JHALEH

CHIEF INVESTMENT OFFICER

09/2013

Aug 10, 2016

Dec 26, 2024

CROSS, DEANN, NICHOLE

CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER

09/2013

Aug 10, 2016

Dec 26, 2024

City

State

Country

Employees

Also broker-dealer

Malibu

United States

COSTA MESA

United States

Bozeman

United States

Bellevue

United States

Jackson

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$868M

$686M

n/a

2024

Apr 2, 2025

$680M

$564M

n/a

2023

Mar 26, 2024

$549M

$451M

n/a

2022

Mar 24, 2023

$463M

$399M

n/a

2021

Mar 31, 2022

$553M

$486M

n/a

2020

Mar 24, 2021

$361M

$280M

n/a

2019

Mar 26, 2020

$293M

$252M

n/a

2018

Mar 26, 2019

$224M

$195M

n/a

2017

Mar 28, 2018

$191M

$162M

n/a

2016

Mar 1, 2017

$144M

$118M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-4

26.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$868M

$680M

27.6%

$463M

23.3%