DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

INTEGRITY CAPITAL MANAGEMENT

INTEGRITY CAPITAL MANAGEMENT LLC, CRD 142693

KINGSPORT, TN

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:ee41db05-6464-603f-fb0b-c5fe637500f2

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Feb 27, 2012 to Mar 10, 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=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $181MItem 5.F on the latest filing (2026-03-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $181M
Private client RAUM: $181MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $45.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 482
Individual clients: 307
High net worth clients: 54
SEC number: 801-70864
CRD: 142693
Filings on the tape: 24
First filed: Feb 27, 2012
Latest filed: Mar 10, 2026
Organised: Limited Liability Company, TN
Website: retirewithicm.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
JOSEPH BARRY BAILEY	Certified Financial Planner	KINGSPORT, TN	13	26	3	no
PAMELA ANNETTE REHART	n/a	KINGSPORT, TN	13	22	3	no
JOHN CHRISTOPHER ATKINS	Certified Financial Planner	KINGSPORT, TN	13	22	3	no
ANGELA HOPE WILLIAMS	n/a	KINGSPORT, TN	10	19	1	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
ATKINS, JOHN, CHRISTOPHER	Owner	C	yes	01/2007	Feb 27, 2012	Mar 15, 2024
REHART, PAMELA, ANNETTE	OWNER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER	C	yes	01/2007	Feb 27, 2012	Mar 15, 2024
WILLIAMS, ANGELA, HOPE	Owner	C	yes	06/2007	Feb 27, 2012	Mar 15, 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 10, 2026	$181M	$181M	4	4	0	n/a	n/a
2024	Mar 19, 2025	$145M	$145M	4	4	0	n/a	n/a
2023	Mar 15, 2024	$123M	$123M	4	4	0	n/a	n/a
2022	Mar 29, 2023	$107M	$107M	4	4	0	n/a	n/a
2021	Mar 31, 2022	$129M	$129M	4	4	0	n/a	n/a
2020	Mar 11, 2021	$112M	$112M	4	4	0	n/a	n/a
2019	Mar 26, 2020	$99.6M	$99.6M	4	4	0	n/a	n/a
2018	Mar 30, 2019	$154M	$150M	4	4	0	n/a	n/a
2017	Feb 1, 2018	$143M	$140M	4	4	0	n/a	n/a
2016	Feb 1, 2017	$131M	$131M	4	4	n/a	n/a	n/a
2015	Feb 1, 2016	$120M	$120M	4	4	n/a	n/a	n/a
2014	Jan 21, 2015	$124M	$124M	4	4	n/a	n/a	n/a
2013	Jan 15, 2014	$119M	$119M	4	4	n/a	n/a	n/a
2012	Jan 31, 2013	$107M	$107M	4	4	n/a	n/a	n/a
2011	Feb 27, 2012	$94.7M	$94.7M	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
2025	$181M	$145M	24.2%	$107M	19.2%	4	4	0	0

Relationships

Registered with (4)

← ANGELA HOPE WILLIAMSAdvisorregistration: current employment
Dec 18, 2015 to presentfactForm ADV
← JOSEPH BARRY BAILEYAdvisorregistration: current employment
Jun 6, 2013 to presentfactForm ADV
← PAMELA ANNETTE REHARTAdvisorregistration: current employment
Jun 6, 2013 to presentfactForm ADV
← JOHN CHRISTOPHER ATKINSAdvisorregistration: current employment
Jun 6, 2013 to presentfactForm ADV

Controls (3)

← REHART, PAMELA, ANNETTEOwnerOWNER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, ownership code C, individual
Feb 27, 2012 to Mar 15, 2024factForm ADV
← ATKINS, JOHN, CHRISTOPHEROwnerOWNER, ownership code C, individual
Feb 27, 2012 to Mar 15, 2024factForm ADV
← WILLIAMS, ANGELA, HOPEOwnerOWNER, ownership code C, individual
Feb 27, 2012 to Mar 15, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ee41db05-6464-603f-fb0b-c5fe637500f2
First observed: Feb 27, 2012
Last observed: Mar 10, 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.

INTEGRITY CAPITAL MANAGEMENT

INTEGRITY CAPITAL MANAGEMENT LLC, CRD 142693

KINGSPORT, TN

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:ee41db05-6464-603f-fb0b-c5fe637500f2

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:03 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOSEPH BARRY BAILEY

Certified Financial Planner

KINGSPORT, TN

PAMELA ANNETTE REHART

n/a

KINGSPORT, TN

JOHN CHRISTOPHER ATKINS

Certified Financial Planner

KINGSPORT, TN

ANGELA HOPE WILLIAMS

n/a

KINGSPORT, TN

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ATKINS, JOHN, CHRISTOPHER

Owner

yes

01/2007

Feb 27, 2012

Mar 15, 2024

REHART, PAMELA, ANNETTE

OWNER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER

yes

01/2007

Feb 27, 2012

Mar 15, 2024

WILLIAMS, ANGELA, HOPE

Owner

yes

06/2007

Feb 27, 2012

Mar 15, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 10, 2026

$181M

n/a

2024

Mar 19, 2025

$145M

n/a

2023

Mar 15, 2024

$123M

n/a

2022

Mar 29, 2023

$107M

n/a

2021

Mar 31, 2022

$129M

n/a

2020

Mar 11, 2021

$112M

n/a

2019

Mar 26, 2020

$99.6M

n/a

2018

Mar 30, 2019

$154M

$150M

n/a

2017

Feb 1, 2018

$143M

$140M

n/a

2016

Feb 1, 2017

$131M

n/a

2015

Feb 1, 2016

$120M

n/a

2014

Jan 21, 2015

$124M

n/a

2013

Jan 15, 2014

$119M

n/a

2012

Jan 31, 2013

$107M

n/a

2011

Feb 27, 2012

$94.7M

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

$181M

$145M

24.2%

$107M

19.2%