DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Integer Wealth Advisors Group, LLC

Former SEC-registered adviserCRD 136621SEC 801-64680IAPD
Latest filing Feb 5, 2021
First filing on the tape Feb 29, 2012 · 19 filings
RAUM
$310M
reported, Item 5.F
Discretionary
80%
of RAUM
Private clients
85%
$263M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
4
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$310M as of Feb 3, 2021
Feb 29, 2012$246M then
HNW client RAUM$255M as of Feb 3, 2021
May 1, 2018$210M then
State-registered IARs (5.B.3)0 as of Feb 3, 2021
Feb 29, 20120 then
Employees (5.A)4 as of Feb 3, 2021
Mar 1, 20134 then
Private funds: no history
RAUM +14% over the last fiscal year+7.8% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Feb 5, 2021; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
$3.2MderivedHNW RAUM over HNW clients
Average account
$1.1MderivedRAUM over accounts (5.F.2.f)
Discretionary
80%derivedof RAUM
Institutional
15%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived2 offices incl. principal (1.F.5)
RAUM growth, one year
+14%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
+8.2%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individualsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • is an insurance broker or agent (6.A.6)
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$255M82%
  • Pension and profit-sharing plans$24.5M7.9%
  • Charitable organizations$23.2M7.5%
  • Individuals$8.1M2.6%
Individual clients
26reported
HNW clients
79reported
Pension plan clients
6reported
Charitable clients
5reported
Accounts
280reported
Financial planning clients
1-10reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • A Thomas Foglia · Principalcontrol
    since 02/2007 · owns 50% to 75%
  • Nicholas Saverio Paglioni · Principalcontrol
    since 07/2005 · owns 50% to 75%
Related persons
Schedule D 7.A
  • Saverio N Paglioni
    real estatey
  • Thomas A Foglia
    insurancey
Offices
Schedule D 1.F, the 25 largest
  • Blue Bell, PA1 employees
What changed
consecutive filings, newest first
  • Accounts · 254 to 280
    Oct 28, 2020 to Feb 3, 2021
  • Advisory activities · 1 to 2
    Oct 28, 2020 to Feb 3, 2021
  • HNW clients · 70 to 79
    Oct 28, 2020 to Feb 3, 2021
  • Individual clients · 27 to 26
    Oct 28, 2020 to Feb 3, 2021
  • Employees · 5 to 4
    Oct 28, 2020 to Feb 3, 2021
  • Financial planning clients · 0 to 1-10
    Oct 28, 2020 to Feb 3, 2021
  • HQ city · CARTERSVILLE to unset
    Oct 28, 2020 to Feb 3, 2021
  • HQ state · GA to unset
    Oct 28, 2020 to Feb 3, 2021
  • Discretionary RAUM · $216M to $249M
    Oct 28, 2020 to Feb 3, 2021
  • HNW RAUM · $223M to $255M
    Oct 28, 2020 to Feb 3, 2021
  • Individual RAUM · $8.5M to $8.1M
    Oct 28, 2020 to Feb 3, 2021
  • Non-discretionary RAUM · $56.9M to $61.8M
    Oct 28, 2020 to Feb 3, 2021
  • Pension RAUM · $22.9M to $24.5M
    Oct 28, 2020 to Feb 3, 2021
  • RAUM · $273M to $310M
    Oct 28, 2020 to Feb 3, 2021
  • HQ city · KENNESAW to CARTERSVILLE
    Jun 11, 2020 to Oct 28, 2020
  • Accounts · 248 to 254
    Feb 22, 2019 to Feb 17, 2020
  • Advisory employees · 2 to 3
    Feb 22, 2019 to Feb 17, 2020
  • Charity clients · 3 to 5
    Feb 22, 2019 to Feb 17, 2020
  • Corporate clients · unset to 0.0
    Feb 22, 2019 to Feb 17, 2020
  • HNW clients · 69 to 70
    Feb 22, 2019 to Feb 17, 2020
  • Individual clients · 25 to 27
    Feb 22, 2019 to Feb 17, 2020
  • Pension plan clients · 7 to 6
    Feb 22, 2019 to Feb 17, 2020
  • Pooled vehicle clients · unset to 0.0
    Feb 22, 2019 to Feb 17, 2020
  • Employees · 4 to 5
    Feb 22, 2019 to Feb 17, 2020
  • State-registered IARs · 2 to 0
    Feb 22, 2019 to Feb 17, 2020
  • Discretionary RAUM · $193M to $216M
    Feb 22, 2019 to Feb 17, 2020
  • HNW RAUM · $202M to $223M
    Feb 22, 2019 to Feb 17, 2020
  • Individual RAUM · $5.5M to $8.5M
    Feb 22, 2019 to Feb 17, 2020
  • Non-discretionary RAUM · $48.2M to $56.9M
    Feb 22, 2019 to Feb 17, 2020
  • Pension RAUM · $17.6M to $22.9M
    Feb 22, 2019 to Feb 17, 2020
  • RAUM · $241M to $273M
    Feb 22, 2019 to Feb 17, 2020
  • Accounts · 238 to 248
    May 11, 2018 to Feb 22, 2019
  • HNW clients · 66 to 69
    May 11, 2018 to Feb 22, 2019
  • Individual clients · 23 to 25
    May 11, 2018 to Feb 22, 2019
  • Pension plan clients · 5 to 7
    May 11, 2018 to Feb 22, 2019
  • Discretionary RAUM · $195M to $193M
    May 11, 2018 to Feb 22, 2019
  • HNW RAUM · $210M to $202M
    May 11, 2018 to Feb 22, 2019
  • Individual RAUM · $5.9M to $5.5M
    May 11, 2018 to Feb 22, 2019
  • Non-discretionary RAUM · $52.9M to $48.2M
    May 11, 2018 to Feb 22, 2019
  • Pension RAUM · $15.2M to $17.6M
    May 11, 2018 to Feb 22, 2019
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026