Asset manager · Orlando, FL
Integrity Fixed Income Management
Integrity Fixed Income Management, LLC · SEC-registered investment adviser · CRD 135635 · SEC 801-67633
At a glance
Integrity Fixed Income Management is an SEC-registered investment adviser based in Orlando, Florida, with $921 million in regulatory assets under management as of its Form ADV filed April 10, 2026. Its largest client group by assets is state or municipal government entities. By Form ADV it is a asset manager, ranked 1,397th of 3,218 asset managers and 5,623rd of 17,210 SEC-registered advisers by assets.
Main office 407-481-2420integrityfi.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $921M
- Rank among asset managers
- #1,397 of 3,218
- Rank among all SEC RIAs
- #5,623 of 17,210
- Rank in Florida
- #283 of 1,090
- Clients
- 44
- Accounts
- 44
- Discretionary
- 100% of AUM
- Employees
- 6
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- Christopher J. CaputoCo-Chief Investment Officer
- Louie E. DenneyChief Executive Officer
- Michelle A. DenneyPresident
- Giselle CasellaChief Compliance Officer
Custody and brokerage
5 custodians
- State Street$173M23%
- Fifth Third Bank$157M21%
- Regions Bank$157M21%
- Salem Trust$136M18%
- Northern Trust$121M16%
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| State or municipal government entities | 36 | $518M | 56% |
| Other investment advisers | 3 | $249M | 27% |
| Charitable organizations | 2 | $65M | 7% |
| Insurance companies | 2 | $59M | 6% |
| Corporations or other businesses | 1 | $31M | 3% |
Disciplinary disclosures
Integrity Fixed Income Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗integrityfi.com ↗
AtlasMembers
The full record on Integrity Fixed Income Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,005 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Integrity Fixed Income Management manage?
Integrity Fixed Income Management reports $921 million in regulatory assets under management across 44 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 10, 2026.
What kind of firm is Integrity Fixed Income Management?
Integrity Fixed Income Management is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Integrity Fixed Income Management’s clients?
By assets, its largest client types are state or municipal government entities ($518 million, 36 clients); other investment advisers ($249 million, 3 clients); charitable organizations ($65 million, 2 clients).
Does Integrity Fixed Income Management have any disciplinary history?
Integrity Fixed Income Management reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Integrity Fixed Income Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-10), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →