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.
SEC-registered adviser
Integra Wealth Advisors, LLC
Latest filing Aug 10, 2026
First filing on the tape Nov 8, 2011 · 9 filings
SEC status approved since Aug 11, 2026
RAUM
$117M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
97%
$114M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$58.7M
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$117M as of Aug 10, 2026
Apr 3, 2012$24.1M then
HNW client RAUM: $102M
State-registered IARs (5.B.3)2 as of Aug 10, 2026
Apr 3, 20120 then
Employees (5.A): 3
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Aug 10, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $58.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 29derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.8MderivedHNW RAUM over HNW clients
- Average account
- $634,175derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- 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
- 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$102M87%
- Individuals$12.0M10%
- Corporations and businesses$3.2M2.7%
- Individual clients
- 21reported
- HNW clients
- 37reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 185reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Carolyn Elizabeth DouglasCertified Financial Planner | Houston, Tx | Nov 30, 2011 | 30 y | 1 |
| George Michael DouglasChartered Financial Analyst | Houston, Tx | Dec 1, 2023 | 14 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Paige Pickar Guinn to Logic Capital Management, LLCOct 1, 2020 · Other
- Shannon Jon Pike to Asset Management Advisors IncJan 24, 2014 · Other
Joined, latest
- Carolyn Elizabeth Douglas from Linscomb Wealth, Inc.Nov 30, 2011 · Other
- Paige Pickar Guinn from Willis Johnson WealthNov 17, 2011 · Other
- Shannon Jon Pike from Linscomb Wealth, Inc.Nov 17, 2011 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Jon Shannon Pike · Principal/Owner/Chief Compliance Officercontrolsince 01/2011 · owns less than 5%
- Elizabeth Carolyn Douglas · Managing Membercontrolsince 10/2011 · owns 75% or more of Magick Partners, LLC
- Pickar Paige Guinn · Managing Membercontrolsince 10/2010 · owns 75% or more of Affinity Planning Solutions, LLC
- Jon Shannon Pike · Managing Membercontrolsince 10/2011 · owns 75% or more of Streuner Partners, LLC
Entity owners
- Affinity Planning Solutions, LLC · Memberdirect · owns 10% to 25%
- Magick Partners, LLC · Memberdirect · owns 25% to 50%
- Streuner Partners, LLC · Memberdirect · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Houston, Tx · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 56 to 185Jul 10, 2012 to Aug 10, 2026
- Advisory employees · unset to 2.0Jul 10, 2012 to Aug 10, 2026
- HNW clients · unset to 37.0Jul 10, 2012 to Aug 10, 2026
- Individual clients · unset to 21.0Jul 10, 2012 to Aug 10, 2026
- Employees · unset to 3.0Jul 10, 2012 to Aug 10, 2026
- Financial planning clients · 1-10 to 1-10Jul 10, 2012 to Aug 10, 2026
- State-registered IARs · 0 to 2Jul 10, 2012 to Aug 10, 2026
- Other offices · unset to 0.0Jul 10, 2012 to Aug 10, 2026
- Discretionary RAUM · $19.4M to $116MJul 10, 2012 to Aug 10, 2026
- HNW RAUM · unset to 102160025.0Jul 10, 2012 to Aug 10, 2026
- Individual RAUM · unset to 11983294.0Jul 10, 2012 to Aug 10, 2026
- Non-discretionary RAUM · $6.8M to $1.6MJul 10, 2012 to Aug 10, 2026
- RAUM · $26.2M to $117MJul 10, 2012 to Aug 10, 2026
- Accounts · 44 to 56May 22, 2012 to Jun 21, 2012
- Advisory activities · 3 to 2May 22, 2012 to Jun 21, 2012
- Discretionary RAUM · $17.3M to $19.4MMay 22, 2012 to Jun 21, 2012
- Non-discretionary RAUM · $6.9M to $6.8MMay 22, 2012 to Jun 21, 2012
- RAUM · $24.1M to $26.2MMay 22, 2012 to Jun 21, 2012
- Accounts · 39 to 44Mar 7, 2012 to Apr 3, 2012
- Discretionary RAUM · $16.0M to $17.3MMar 7, 2012 to Apr 3, 2012
- Non-discretionary RAUM · $9.0M to $6.9MMar 7, 2012 to Apr 3, 2012
- RAUM · $25.0M to $24.1MMar 7, 2012 to Apr 3, 2012
- Accounts · 0 to 39Dec 14, 2011 to Mar 7, 2012
- Insurance-licensed employees · unset to 0.0Dec 14, 2011 to Mar 7, 2012
- Financial planning clients · 0 to 1-10Dec 14, 2011 to Mar 7, 2012
- Discretionary RAUM · $0 to $16.0MDec 14, 2011 to Mar 7, 2012
- Non-discretionary RAUM · $0 to $9.0MDec 14, 2011 to Mar 7, 2012
- RAUM · $0 to $25.0MDec 14, 2011 to Mar 7, 2012
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.
How to reach
public business contact points only, each with its source
- Business email
- info@integrawealthadvisors.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- nfo@integrawealthadvisors.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 713-966-6156reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 832-408-7440reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 888-497-5703reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/integra-wealth-advisors-llc/aboutreportedpublic record, Form ADV, Sep 17, 2026
- Website
- INTEGRAWEALTHADVISORS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 713-966-6156reportedpublic record, Form ADV, Aug 10, 2026
- Contact form
- integrawealthadvisors.com/contact-usreportedpublished by the firm, firm site, Sep 16, 2026
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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $58.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026