Integras Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$244,470,110
Clients
187
Advisors
4
of 5 employees
About
Integras Partners provides discretionary portfolio management, financial planning and retirement plan consulting to individuals (both high‑net‑worth and non‑HNW), employee benefit plans and charitable organizations. The firm manages roughly $245 million in client assets for about 187 clients through a small advisory team and uses firm agreements to grant discretionary trading authority.
The firm typically implements investor-specific investment plans using firm‑developed model portfolios and a mix of fundamental, technical, charting and cyclical analysis informed by third‑party research. Integras invests across a broad set of instruments — including equities, fixed income, mutual funds, ETFs, REITs, structured products, private placements and options — and states that it engages in option‑writing and other derivative strategies within managed accounts.
Notably, Integras discloses the use of derivatives (including options and derivative‑based exposures) in separately managed accounts, a practice the firm identifies and that is relatively uncommon among its supported peers. The brochure also highlights the firm’s retirement‑plan consulting and educational services and discloses that some advisory personnel are licensed insurance agents who may receive commissions, a compensation arrangement the firm documents and addresses in its policies.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,001 - $1,000,000: 0.50% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.60% $3,000,001+: 0.40%
Certain persons licensed as insurance agents earn separate commission-based compensation for selling insurance products
Account minimum: $5,000 minimum annual fee regardless of assets under management (may be waived at discretion) Minimum fee: $5,000 minimum annual fee regardless of assets under management, may be waived at discretion
Main office
3180 North Point Parkway, Suite 102
Alpharetta GA 30005
Advisors at this office
4
Most active in
Florida · Georgia · Massachusetts · North Carolina · Tennessee · 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.
Quick links
Advisors at this firm
Albert B
CFP®, Series 63, Series 66
Alpharetta, GA
Integras Partners, LLC
Albert Browning is a CFP® with 21 years of industry experience, currently serving as an advisor at Integras Partners, LLC since 2014. He holds Series 63 and Series 66 licenses and has involvement as a managing member in a commercial real estate venture. Integras Partners serves individual investors, retirement plans, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes a range of investment strategies, including derivatives and option techniques, to tailor portfolios according to clients’ goals and risk tolerance.
Thomas K
Series 63, Series 65
Alpharetta, GA
Integras Partners, LLC
Thomas Kozelka is a financial advisor with Integras Partners, LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Adapt Wealth Advisors, Cambridge Investment Research Advisors, and Janus Henderson entities, where he worked for nearly two decades. Integras Partners provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, employee benefit plans, and charitable organizations. The firm employs a range of investment strategies across multiple asset classes, including the use of derivatives and option-writing in managed accounts, and manages approximately $245 million in client assets.
Keith J
Series 63, Series 65
Alpharetta, GA
Integras Partners, LLC
Keith Johnson is a financial advisor with Integras Partners, LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Integras Partners since 2014 and is also involved as a managing member of a commercial real estate firm. Integras Partners serves individual investors, retirement plans, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting, employing tailored model portfolios and a range of investment strategies including derivatives and option writing.
Michal Erin F
CFA®, Series 66
Alpharetta, GA
Integras Partners, LLC
Michal Erin Frushell is a CFA® charterholder with 10 years of industry experience. She is currently affiliated with Integras Partners, LLC and has prior experience at Ladenburg Thalmann & Co. Inc., Securities America, Inc., Securities America Advisors, and FSC Securities. In addition to her advisory role, she is also licensed as an insurance agent. Integras Partners serves individual investors, retirement plans, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis, incorporating derivatives and option strategies in its portfolios, which distinguishes it within its supported category.
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