A complete list of active advisors currently associated with Integritas Semper, LLC
Warmer can help you find a great advisor at Integritas Semper, LLC or one who fits your needs even better.
Integritas Semper, LLC is an independent, single-advisor registered investment adviser that provides ongoing investment supervisory and portfolio management services to individuals, high‑net‑worth individuals, trusts, estates, corporations and municipal entities; the firm reports approximately $1.76 million in discretionary assets across 29 client accounts and does not impose an account minimum. It prepares an Investment Policy Statement for each client and generally seeks discretionary authority to implement securities transactions. The firm’s investment process combines charting, fundamental and technical analysis and employs long‑term, short‑term and trading strategies to align portfolios with documented client goals and risk tolerances. Clients receive periodic reviews at least annually and written account performance reports at least quarterly, with trading and portfolio construction tailored to each client’s Investment Policy Statement. What is distinctive is that Integritas Semper implements derivatives within separately managed accounts to execute its trading strategies—a practice that is uncommon among solo independent advisers. The firm also directs clients to custody assets at selected custodians (UMB Bank, NA and Altruist Financial), does not participate in wrap fee programs, and does not accept performance‑based fees.
To learn more about the advisors currently working at Integritas Semper, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Windsor, CA
| 27
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")