Integrity Advisers LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Integrity Advisers LLC provides ongoing, discretionary portfolio management to individuals, related trusts and retirement accounts, nonprofit and charitable organizations, and business entities, offering services such as investment strategy, asset allocation, asset selection and regular portfolio monitoring. The firm charges percentage-of-assets‑under‑management advisory fees billed quarterly and documents client goals and risk tolerance in an Investment Profile for each account.
Investment decisions are generally made under discretionary authority and implemented according to clients’ Investment Profiles, with reviews at least quarterly and verbal updates provided. The firm applies a wide range of analytical methods — including fundamental, quantitative, technical, charting, cyclical analysis and modern portfolio theory — and pursues primarily long‑term trading across equities, mutual funds, fixed income, ETFs, options, ADRs and real estate funds.
Notably, a principal of the firm also serves as a registered representative of an unaffiliated broker‑dealer and may receive commissions or insurance sales compensation; the brochure discloses this arrangement, identifies it as a conflict of interest, and states clients are not required to use that broker‑dealer. The firm is newly formed (August 2025) and reported no assets under management as of its last update, and it discloses policies against accepting soft‑dollar benefits, does not offer wrap fee programs, and requires monitoring and disclosure of personal trading.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% $1,000,000+: 1.00%
Some advisers may accept commissions for sale of investment products in their capacity as registered representatives of an unaffiliated broker-dealer.
Account minimum: $50,000 (may be waived at the firm's sole discretion)
Main office
453 S Spring St, #400 285
Los Angeles CA 90013
Advisors at this office
1
Most active in
California
Also doing business as
Beachbreak Advisors LLC · Ehukai Advisors LLC · Integrity Advisers LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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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