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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

INTEGRATED CAPITAL MANAGEMENT

INTEGRATED CAPITAL MANAGEMENT LLC, CRD 284766

BLOOMFIELD HILLS, MI

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:9eb4f3f7-3010-6d67-13f3-1c3cb92c0e6a

Data as of Feb 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 4
On other graphs: 0
Observed: Mar 22, 2018 to Feb 27, 2026
24 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=0.91 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $430MItem 5.F on the latest filing (2026-02-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $403M
Private client RAUM: $392MderivedItem 5.D individuals plus high net worth individuals
Private client share: 91%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $143Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,021
Individual clients: 262
High net worth clients: 153
SEC number: 801-112907
CRD: 284766
Filings on the tape: 24
First filed: Mar 22, 2018
Latest filed: Feb 27, 2026
Organised: Limited Liability Company, MI

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
CATHY ANN NAVARREROSS	n/a	BLOOMFIELD HILLS, MI	9	37	1	no
BRIAN ROBERT FRANKE	Certified Financial Planner	BLOOMFIELD HILLS, MI	9	19	3	no
ERIC JOHN SEGER	Certified Financial Planner	BLOOMFIELD HILLS, MI	9	25	2	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
FRANKE, BRIAN, ROBERT	MANAGING MEMBER	D	yes	11/2016	Mar 22, 2018	Jul 10, 2024
SEGER, ERIC, JOHN	MANAGING MEMBER/CCO	D	yes	11/2016	Mar 22, 2018	Jul 10, 2024

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	Private funds	Fund GAV
2025	Feb 27, 2026	$430M	$403M	5	5	n/a	n/a
2024	Mar 28, 2025	$368M	$343M	4	4	n/a	n/a
2023	Feb 9, 2024	$283M	$283M	4	4	n/a	n/a
2022	Mar 2, 2023	$211M	$211M	6	4	n/a	n/a
2021	Mar 9, 2022	$227M	$226M	6	4	n/a	n/a
2020	Mar 10, 2021	$190M	$189M	6	4	n/a	n/a
2019	Mar 18, 2020	$144M	$144M	6	5	n/a	n/a
2018	Mar 18, 2019	$131M	$131M	6	5	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	2	-2	66.7%	0	1	0	0	2

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	$430M	$368M	16.9%	$211M	26.7%	5	4	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FIRST HEARTLAND CONSULTANTS, INC.	4	Oct 31, 2016	Apr 18, 2017	NOVI, MI	Team lift out	Other	4.3%

Relationships

Registered with (7)

← ERIC JOHN SEGERAdvisorregistration: current employment
Apr 18, 2017 to presentfactForm ADV
← CATHY ANN NAVARREROSSAdvisorregistration: current employment
Nov 1, 2016 to presentfactForm ADV
← BRIAN ROBERT FRANKEAdvisorregistration: current employment
Nov 1, 2016 to presentfactForm ADV
← John DevineAdvisorregistration: previous registration
Apr 10, 2024 to Jun 22, 2026factForm ADV
← KENNETH DANIEL COEAdvisorregistration: previous registration
Nov 1, 2016 to May 4, 2026factForm ADV
← Eric Robert SolomonAdvisorregistration: previous registration
Jun 2, 2022 to Jul 28, 2022factForm ADV
← Andrew Joseph SettecerriAdvisorregistration: previous registration
Oct 8, 2019 to Jul 8, 2020factForm ADV

Controls (2)

← SEGER, ERIC, JOHNOwnerMANAGING MEMBER/CCO, ownership code D, individual
Mar 22, 2018 to Jul 10, 2024factForm ADV
← FRANKE, BRIAN, ROBERTOwnerMANAGING MEMBER, ownership code D, individual
Mar 22, 2018 to Jul 10, 2024factForm ADV

Moved with (1)

← FIRST HEARTLAND CONSULTANTS, INC.Registered adviser4 advisors, team lift out, same day
Oct 31, 2016 to Apr 18, 2017factForm ADV

Dated events

Occurred
Jun 22, 2026
Advisor changed firm
John Devine left Integrated Capital Management for Mkd Wealth (registered 2026-07-09)
Form ADVobserved 6 days ago
Occurred
May 4, 2026
Advisor changed firm
Kenneth Daniel Coe left Integrated Capital Management for Creative Financial Designs, Inc. (registered 2026-05-01)
Form ADVobserved 6 days ago
Occurred
Jul 28, 2022
Advisor changed firm
Eric Robert Solomon left Integrated Capital Management for Apogee Wealth Management (registered 2025-02-13)
Form ADVobserved 6 days ago
Occurred
Mar 22, 2018
First Form ADV filing
Integrated Capital Management filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9eb4f3f7-3010-6d67-13f3-1c3cb92c0e6a
First observed: Mar 22, 2018
Last observed: Feb 27, 2026 6 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.

INTEGRATED CAPITAL MANAGEMENT

INTEGRATED CAPITAL MANAGEMENT LLC, CRD 284766

BLOOMFIELD HILLS, MI

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:9eb4f3f7-3010-6d67-13f3-1c3cb92c0e6a

Data as of Feb 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:05 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CATHY ANN NAVARREROSS

n/a

BLOOMFIELD HILLS, MI

BRIAN ROBERT FRANKE

Certified Financial Planner

BLOOMFIELD HILLS, MI

ERIC JOHN SEGER

Certified Financial Planner

BLOOMFIELD HILLS, MI

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FRANKE, BRIAN, ROBERT

MANAGING MEMBER

yes

11/2016

Mar 22, 2018

Jul 10, 2024

SEGER, ERIC, JOHN

MANAGING MEMBER/CCO

yes

11/2016

Mar 22, 2018

Jul 10, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 27, 2026

$430M

$403M

n/a

2024

Mar 28, 2025

$368M

$343M

n/a

2023

Feb 9, 2024

$283M

n/a

2022

Mar 2, 2023

$211M

n/a

2021

Mar 9, 2022

$227M

$226M

n/a

2020

Mar 10, 2021

$190M

$189M

n/a

2019

Mar 18, 2020

$144M

n/a

2018

Mar 18, 2019

$131M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

66.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$430M

$368M

16.9%

$211M

26.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FIRST HEARTLAND CONSULTANTS, INC.

Oct 31, 2016

Apr 18, 2017

NOVI, MI

Team lift out

Other

4.3%