I
Integrity Dynamic Investments LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,683,866
Clients
4
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
LowAverage account size
$1,170,967
About
Integrity Dynamic Investments provides continuous, discretionary portfolio management for individuals, high‑net‑worth individuals, trusts, estates, charitable organizations and business entities through separately custodied accounts. The firm reports approximately $4.68 million in assets under management across four client accounts and focuses on ongoing active supervision of personalized investment portfolios.
The firm implements the Integrity Dynamic Matrix strategy, a dynamic asset‑allocation program that concentrates assets in the strongest asset classes, sectors and securities based on supply‑and‑demand and relative‑strength analysis. Investment decisions combine fundamental, technical, relative‑strength and quantitative methods and incorporate third‑party research and tools from Dorsey Wright and Associates, with portfolios tailored to client risk profiles and allowing reasonable client‑imposed restrictions.
Distinctive features include a very small, concentrated client base and a formal daily review process using multiple market indicators and Dorsey Wright’s D.A.L.I. tools, which is uncommon for a firm of modest AUM. The firm requires clients to use custodians it designates and does not accept proxy‑voting responsibilities, leaving proxy votes to clients.
Client services
Portfolio management
Expertise
Active portfolio management
Factor investing / smart beta
Passive / index investing
Fee options
$0 - $99,999: 1.50% $100,000 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% Greater than $10,000,000+: Negotiable
Fee-only: Annual asset-based fees as stated, no commissions or other fees charged by Integrity Dynamic Investments.
Main office location
Integrity Dynamic Investments LLC
Leesburg GA, United States
Number of offices
1
Most active in
Integrity Dynamic Investments LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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