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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

INTEGRATED CAPITAL MANAGEMENT, INC.

CRD 149489

JESSUP, PA

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:bdbec2a0-da41-884e-5adb-b00f118ddb9b

Data as of Mar 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 2
On other graphs: 0
Observed: Mar 2, 2012 to Mar 2, 2026
50 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=0.63 fund_share=0.0 institutional_share=0.37 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $232MItem 5.F on the latest filing (2026-03-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $232M
Private client RAUM: $146MderivedItem 5.D individuals plus high net worth individuals
Private client share: 63%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $46.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 926
Individual clients: 872
High net worth clients: 10
Custody, client assets: $356,095
SEC number: 801-70055
CIK: 1608826
CRD: 149489
Filings on the tape: 50
First filed: Mar 2, 2012
Latest filed: Mar 2, 2026
Organised: Corporation, PA

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
JOSEPH CLAYTON PERFILIO	n/a	Kamas, UT \| JESSUP, PA	17	32	2	no
MICHAEL ANTHONY PACIOTTI	Chartered Financial Analyst	JESSUP, PA	17	30	2	no
RYAN J LEHMAN	Chartered Financial Analyst	JESSUP, PA	10	18	n/a	no
Brian Andrew Tugend	n/a	JESSUP, PA	7	11	n/a	no
PETER MORRIS SEYLER	n/a	JESSUP, PA	4	22	5	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
Altmann, Rorry, Christopher	CHIEF OPERATING OFFICER	Na	yes	02/2017	Mar 27, 2018	Aug 8, 2024
PACIOTTI, MICHAEL, ANTHONY	VICE PRESIDENT AND CHIEF INVESTMENT OFFICER	D	yes	04/2009	Mar 2, 2012	Aug 8, 2024
PERFILIO, JOSEPH, CLAYTON	PRESIDENT AND CHIEF COMPLIANCE OFFICER	D	yes	03/2009	Mar 2, 2012	Aug 8, 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	Offices	Private funds	Fund GAV
2025	Mar 2, 2026	$232M	$232M	7	5	0	n/a	n/a
2024	Feb 20, 2025	$212M	$212M	6	6	0	n/a	n/a
2023	Mar 8, 2024	$198M	$198M	6	6	0	n/a	n/a
2022	Mar 24, 2023	$192M	$192M	6	6	0	n/a	n/a
2021	Mar 24, 2022	$221M	$221M	8	5	0	n/a	n/a
2020	Mar 3, 2021	$144M	$144M	8	5	0	n/a	n/a
2019	Mar 2, 2020	$204M	$204M	7	7	0	n/a	n/a
2018	Mar 26, 2019	$177M	$177M	8	6	0	n/a	n/a
2017	Mar 27, 2018	$175M	$175M	7	7	0	n/a	n/a
2016	Mar 29, 2017	$1.0B	$129M	8	7	n/a	n/a	n/a
2015	Mar 21, 2016	$942M	$116M	7	7	n/a	n/a	n/a
2014	Mar 18, 2015	$951M	$123M	9	7	n/a	n/a	n/a
2013	Mar 18, 2014	$944M	$188M	11	8	n/a	n/a	n/a
2012	Mar 28, 2013	$918M	$152M	9	5	n/a	n/a	n/a
2011	Mar 2, 2012	$221M	$140M	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	1

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	$232M	$212M	9.5%	$192M	6.6%	7	6	0	0

Relationships

Registered with (9)

← PETER MORRIS SEYLERAdvisorregistration: previous registration
May 2, 2014 to Jan 15, 2016factForm ADV
← Brian Andrew TugendAdvisorregistration: current employment
Nov 10, 2018 to presentfactForm ADV
← RYAN J LEHMANAdvisorregistration: current employment
Aug 18, 2016 to presentfactForm ADV
← MICHAEL ANTHONY PACIOTTIAdvisorregistration: current employment
May 1, 2009 to presentfactForm ADV
← JOSEPH CLAYTON PERFILIOAdvisorregistration: current employment
Apr 30, 2009 to presentfactForm ADV
← Peter ZabiegalaAdvisorregistration: previous registration
Dec 21, 2022 to Sep 11, 2024factForm ADV
← Joseph Constantine BonacciAdvisorregistration: previous registration
Apr 28, 2015 to May 30, 2017factForm ADV
← MARK PHILLIPSAdvisorregistration: previous registration
Jun 7, 2011 to Mar 15, 2013factForm ADV
← DONALD PAUL WILLIAMSONAdvisorregistration: previous registration
Apr 30, 2009 to Mar 1, 2013factForm ADV

Controls (3)

← PERFILIO, JOSEPH, CLAYTONOwnerPRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 2, 2012 to Aug 8, 2024factForm ADV
← PACIOTTI, MICHAEL, ANTHONYOwnerVICE PRESIDENT AND CHIEF INVESTMENT OFFICER, ownership code D, individual
Mar 2, 2012 to Aug 8, 2024factForm ADV
← Altmann, Rorry, ChristopherOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 27, 2018 to Aug 8, 2024factForm ADV

Dated events

Occurred
Sep 11, 2024
Advisor changed firm
Peter Zabiegala left Integrated Capital Management, Inc. for Northern Trust Investments, Incorporated (registered 2024-12-06)
Form ADVobserved 4 days ago
Occurred
Mar 27, 2018
Regulatory AUM changed
Integrated Capital Management, Inc. reported RAUM $174.7M, down 83% from $1.0B (2017-09-12 to 2018-03-27)
Form ADVobserved 4 days ago
$-839M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bdbec2a0-da41-884e-5adb-b00f118ddb9b
First observed: Mar 2, 2012
Last observed: Mar 2, 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, INC.

CRD 149489

JESSUP, PA

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:bdbec2a0-da41-884e-5adb-b00f118ddb9b

Data as of Mar 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:10 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOSEPH CLAYTON PERFILIO

n/a

Kamas, UT | JESSUP, PA

MICHAEL ANTHONY PACIOTTI

Chartered Financial Analyst

JESSUP, PA

RYAN J LEHMAN

Chartered Financial Analyst

JESSUP, PA

n/a

Brian Andrew Tugend

n/a

JESSUP, PA

n/a

PETER MORRIS SEYLER

n/a

JESSUP, PA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Altmann, Rorry, Christopher

CHIEF OPERATING OFFICER

yes

02/2017

Mar 27, 2018

Aug 8, 2024

PACIOTTI, MICHAEL, ANTHONY

VICE PRESIDENT AND CHIEF INVESTMENT OFFICER

yes

04/2009

Mar 2, 2012

Aug 8, 2024

PERFILIO, JOSEPH, CLAYTON

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

03/2009

Mar 2, 2012

Aug 8, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 2, 2026

$232M

n/a

2024

Feb 20, 2025

$212M

n/a

2023

Mar 8, 2024

$198M

n/a

2022

Mar 24, 2023

$192M

n/a

2021

Mar 24, 2022

$221M

n/a

2020

Mar 3, 2021

$144M

n/a

2019

Mar 2, 2020

$204M

n/a

2018

Mar 26, 2019

$177M

n/a

2017

Mar 27, 2018

$175M

n/a

2016

Mar 29, 2017

$1.0B

$129M

n/a

2015

Mar 21, 2016

$942M

$116M

n/a

2014

Mar 18, 2015

$951M

$123M

n/a

2013

Mar 18, 2014

$944M

$188M

n/a

2012

Mar 28, 2013

$918M

$152M

n/a

2011

Mar 2, 2012

$221M

$140M

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

2025

$232M

$212M

9.5%

$192M

6.6%