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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

INTEGRA FINANCIAL, INC.

CRD 113422

GREENWOOD VILLAGE, CO

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:c30d369e-d854-77f2-1a61-efaf7f745a4f

Data as of Mar 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Oct 3, 2022 to Mar 5, 2026
11 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=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $123MItem 5.F on the latest filing (2026-03-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $123M
Private client RAUM: $121MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $30.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 4
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 258
Individual clients: 83
High net worth clients: 30
Custody, client assets: $48.9M
SEC number: 801-126823
CRD: 113422
Filings on the tape: 11
First filed: Oct 3, 2022
Latest filed: Mar 5, 2026
Organised: Corporation, CO

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
WILLIS GATCH ASHBY	Certified Financial Planner	GREENWOOD VILLAGE, CO \| Bellaire, MI	27	33	2	no
KEITH ROBERT FEVURLY	Certified Financial Planner	GREENWOOD VILLAGE, CO	13	40	2	no
ALISON MARIE ASHBY	Certified Financial Planner	Bellaire, MI \| GREENWOOD VILLAGE, CO	3	13	n/a	no
Ryan Garcia	n/a	Parker, CO \| GREENWOOD VILLAGE, CO	0	11	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
ASHBY, ALISON, MARIE	CHIEF COMPLIANCE OFFICER	Na	yes	08/2024	Sep 10, 2024	Sep 10, 2024
ASHBY, WILLIS, GATCH	PRESIDENT; CFP	E	yes	07/1989	Oct 3, 2022	Sep 10, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
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; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 5, 2026	$123M	$123M	5	4	4	n/a	n/a
2024	Apr 10, 2025	$157M	$157M	5	4	1	n/a	n/a
2023	Feb 29, 2024	$123M	$123M	5	4	1	n/a	n/a
2022	Mar 23, 2023	$105M	$105M	4	3	0	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	1	-1	25.0%	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	$123M	$157M	-21.6%	$105M	5.5%	5	5	4	1

Relationships

Registered with (5)

← Ryan GarciaAdvisorregistration: current employment
Mar 5, 2026 to presentfactForm ADV
← ALISON MARIE ASHBYAdvisorregistration: current employment
Jun 5, 2023 to presentfactForm ADV
← KEITH ROBERT FEVURLYAdvisorregistration: current employment
May 3, 2013 to presentfactForm ADV
← WILLIS GATCH ASHBYAdvisorregistration: previous registration
Jan 1, 1999 to Dec 31, 2002factForm ADV
← NICHOLAS JOHN WEISERTAdvisorregistration: previous registration
Apr 24, 2019 to Dec 17, 2025factForm ADV

Controls (2)

← ASHBY, WILLIS, GATCHOwnerPRESIDENT; CFP, ownership code E, individual
Oct 3, 2022 to Sep 10, 2024factForm ADV
← ASHBY, ALISON, MARIEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 10, 2024 to Sep 10, 2024factForm ADV

Dated events

Occurred
Dec 17, 2025
Advisor changed firm
Nicholas John Weisert left Integra Financial, Inc. for 46 North Financial (registered 2025-10-10)
Form ADVobserved 5 days ago
Occurred
Sep 10, 2024
Control person joined
Marie Alison Ashby (Chief Compliance Officer) appeared on Schedule A of Integra Financial, Inc.
Form ADVobserved 5 days ago
Occurred
Oct 3, 2022
First Form ADV filing
Integra Financial, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c30d369e-d854-77f2-1a61-efaf7f745a4f
First observed: Oct 3, 2022
Last observed: Mar 5, 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.

INTEGRA FINANCIAL, INC.

CRD 113422

GREENWOOD VILLAGE, CO

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:c30d369e-d854-77f2-1a61-efaf7f745a4f

Data as of Mar 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:25 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WILLIS GATCH ASHBY

Certified Financial Planner

GREENWOOD VILLAGE, CO | Bellaire, MI

KEITH ROBERT FEVURLY

Certified Financial Planner

GREENWOOD VILLAGE, CO

ALISON MARIE ASHBY

Certified Financial Planner

Bellaire, MI | GREENWOOD VILLAGE, CO

n/a

Ryan Garcia

n/a

Parker, CO | GREENWOOD VILLAGE, CO

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ASHBY, ALISON, MARIE

CHIEF COMPLIANCE OFFICER

yes

08/2024

Sep 10, 2024

ASHBY, WILLIS, GATCH

PRESIDENT; CFP

yes

07/1989

Oct 3, 2022

Sep 10, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 5, 2026

$123M

n/a

2024

Apr 10, 2025

$157M

n/a

2023

Feb 29, 2024

$123M

n/a

2022

Mar 23, 2023

$105M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

25.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$123M

$157M

-21.6%

$105M

5.5%