Integra Asset Advisors, L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$85,910,258
Clients
96
Advisors
1
of 1 employees
About
Integra Asset Advisors provides comprehensive wealth management and financial advisory services to individuals (including high‑net‑worth clients) and a smaller group of corporate and institutional clients such as pension and profit‑sharing plans, trusts, and business entities. Services include discretionary portfolio management, financial planning and coordination with outside professionals, plus one‑time or project consulting on personal and business financial matters.
The firm pursues active, individualized portfolio strategies built from fundamental, technical, and quantitative analysis across equities, fixed income, mutual funds, ETFs, and option contracts, with accounts managed on a discretionary basis and reviewed at least quarterly. Where appropriate and with client approval, Integra may employ options strategies (including covered and uncovered positions and spreads) and selective margin use as part of separately managed accounts.
Distinctive aspects relative to many independent peers include its engagement with corporate and institutional clients and the explicit use of derivatives and option‑writing within managed accounts, services that are statistically uncommon in this category. The firm also combines ongoing asset management with business advisory and project/hourly consulting and offers formal in‑depth reviews and reports for clients who request them.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$5,000 for in-depth review and report (may be waived for clients with $100,000+ assets)
$100,000 - $1,500,000: 1.50% $1,500,001 - $2,000,000: 1.25% $2,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.80% $5,000,001+: Negotiable
$250 per hour for consultation, advice, and recommendations
Account minimum: $100,000 Minimum fee: Minimum quarterly fee of $375 Fee-only: Fee-only advisor; fees are asset-based and hourly consulting fees
Main office
Austin TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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