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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

INTEGRA WEALTH ADVISORS, LLC

CRD 156216

HOUSTON, TX

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:5a19cf0d-4822-5dc0-0663-901556ccbe3d

Data as of Aug 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 0
On other graphs: 0
Observed: Nov 8, 2011 to Aug 10, 2026
9 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=0.97 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $117MItem 5.F on the latest filing (2026-08-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $116M
Private client RAUM: $114MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $58.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 185
Individual clients: 21
High net worth clients: 37
SEC number: 801-136858
CRD: 156216
Filings on the tape: 9
First filed: Nov 8, 2011
Latest filed: Aug 10, 2026
Organised: Limited Liability Company, TX
Website: integrawealthadvisors.com

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
CAROLYN ELIZABETH DOUGLAS	Certified Financial Planner	HOUSTON, TX	14	30	1	no
GEORGE MICHAEL DOUGLAS	Chartered Financial Analyst	HOUSTON, TX	2	14	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
AFFINITY PLANNING SOLUTIONS, LLC	Member	B	yes	11/2011	Nov 8, 2011	Jul 10, 2012
DOUGLAS, CAROLYN, ELIZABETH	MANAGING MEMBER	E	yes	10/2011	Nov 8, 2011	Jul 10, 2012
GUINN, PAIGE, PICKAR	MANAGING MEMBER	E	yes	10/2010	Nov 8, 2011	Jul 10, 2012
MAGICK PARTNERS, LLC	Member	C	yes	11/2011	Nov 8, 2011	Jul 10, 2012
PIKE, SHANNON, JON	PRINCIPAL/OWNER/CHIEF COMPLIANCE OFFICER	Na	yes	01/2011	Nov 8, 2011	Jul 10, 2012
PIKE, SHANNON, JON	MANAGING MEMBER	E	yes	10/2011	Nov 8, 2011	Jul 10, 2012
STREUNER PARTNERS, LLC	Member	C	yes	11/2011	Nov 8, 2011	Jul 10, 2012

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
2011	Apr 3, 2012	$24.1M	$17.3M	n/a	n/a	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	0	0	0.0%	0	0	0	0	0

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
2011	$117M	n/a	n/a	n/a	n/a	3	n/a	0	n/a

Relationships

Registered with (4)

← GEORGE MICHAEL DOUGLASAdvisorregistration: current employment
Dec 1, 2023 to presentfactForm ADV
← CAROLYN ELIZABETH DOUGLASAdvisorregistration: current employment
Nov 30, 2011 to presentfactForm ADV
← PAIGE PICKAR GUINNAdvisorregistration: previous registration
Nov 17, 2011 to Oct 1, 2020factForm ADV
← SHANNON JON PIKEAdvisorregistration: previous registration
Nov 17, 2011 to Jan 24, 2014factForm ADV

Controls (6)

← DOUGLAS, CAROLYN, ELIZABETHOwnerMANAGING MEMBER, ownership code E, individual
Nov 8, 2011 to Jul 10, 2012factForm ADV
← PIKE, SHANNON, JONOwnerMANAGING MEMBER, ownership code E, individual
Nov 8, 2011 to Jul 10, 2012factForm ADV
← GUINN, PAIGE, PICKAROwnerMANAGING MEMBER, ownership code E, individual
Nov 8, 2011 to Jul 10, 2012factForm ADV
← AFFINITY PLANNING SOLUTIONS, LLCOwnerMEMBER, ownership code B, domestic entity
Nov 8, 2011 to Jul 10, 2012factForm ADV
← MAGICK PARTNERS, LLCOwnerMEMBER, ownership code C, domestic entity
Nov 8, 2011 to Jul 10, 2012factForm ADV
← STREUNER PARTNERS, LLCOwnerMEMBER, ownership code C, domestic entity
Nov 8, 2011 to Jul 10, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5a19cf0d-4822-5dc0-0663-901556ccbe3d
First observed: Nov 8, 2011
Last observed: Aug 10, 2026 41 days 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.

INTEGRA WEALTH ADVISORS, LLC

CRD 156216

HOUSTON, TX

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:5a19cf0d-4822-5dc0-0663-901556ccbe3d

Data as of Aug 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:38 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CAROLYN ELIZABETH DOUGLAS

Certified Financial Planner

HOUSTON, TX

GEORGE MICHAEL DOUGLAS

Chartered Financial Analyst

HOUSTON, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AFFINITY PLANNING SOLUTIONS, LLC

Member

yes

11/2011

Nov 8, 2011

Jul 10, 2012

DOUGLAS, CAROLYN, ELIZABETH

MANAGING MEMBER

yes

10/2011

Nov 8, 2011

Jul 10, 2012

GUINN, PAIGE, PICKAR

MANAGING MEMBER

yes

10/2010

Nov 8, 2011

Jul 10, 2012

MAGICK PARTNERS, LLC

Member

yes

11/2011

Nov 8, 2011

Jul 10, 2012

PIKE, SHANNON, JON

PRINCIPAL/OWNER/CHIEF COMPLIANCE OFFICER

yes

01/2011

Nov 8, 2011

Jul 10, 2012

PIKE, SHANNON, JON

MANAGING MEMBER

yes

10/2011

Nov 8, 2011

Jul 10, 2012

STREUNER PARTNERS, LLC

Member

yes

11/2011

Nov 8, 2011

Jul 10, 2012

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Apr 3, 2012

$24.1M

$17.3M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$117M

n/a