Integrity Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Integrity Capital Management serves individual investors, high-net-worth households, trusts, and foundations with discretionary portfolio management, written financial planning, and retirement-plan consulting. The firm offers both asset-based advisory services for managed portfolios and separate consulting or project-based planning engagements.
ICM follows a strategic asset-allocation approach across global, multi-asset-class portfolios, primarily using mutual funds and ETFs and applying a documented due-diligence process that evaluates investment vehicles against multiple criteria. Portfolios are reviewed quarterly and monitored weekly for rebalancing, with specific allocation-drift thresholds guiding adjustments; cash is treated as an explicit asset class within portfolio design.
Compared with many peers, the firm manages accounts on an individual basis rather than aggregating brokerage orders and generally does not vote client proxies, practices it discloses as part of its client relationship model. The small, long-established team maintains a formal code of ethics and several professional designations, discloses receipt of custodial services from a preferred custodian, and reports an ownership arrangement in the entity that holds its office space for transparency.
Client services
Expertise
Occupation focus
Fee options
Project-based fixed fees determined by scope, billed 50% in advance and 50% upon completion
$0 - $1,000,000: 1% $1,000,000 - $2,000,000: 0.8% $2,000,000 - $4,000,000: 0.6% $4,000,000+: 0.4%
$200 per hour
Main office
444 Clinchfield Street, Suite 302
Kingsport TN 37660
Advisors at this office
4
Most active in
North Carolina · South Carolina · Tennessee · Texas · Virginia
Also doing business as
Integrity Capital Management · Integrity Capital Management 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 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
Pamela R
Series 63, Series 65
Kingsport, TN
Integrity Capital Management
Pamela Rehart is a financial advisor with Integrity Capital Management in Kingsport, TN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Integrity Capital Management since 2007. Outside of her advisory role, she is the owner of BRAC Properties, a non-investment-related business. Integrity Capital Management serves individual investors, high-net-worth households, trusts, and foundations with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a strategic asset-allocation approach across global, multi-asset-class portfolios, primarily using mutual funds and ETFs, with regular portfolio reviews and a documented due-diligence process.
Joseph B
CFP®, Series 63
Kingsport, TN
Integrity Capital Management
Joseph Bailey is a CFP® professional with 21 years of industry experience. He has been with Integrity Capital Management since 2006. Outside of his advisory role, he owns B-Squared Consulting LLC, a technology and compliance consulting business. Integrity Capital Management serves individual investors, high-net-worth households, trusts, and foundations with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a strategic asset-allocation approach across global, multi-asset portfolios primarily composed of mutual funds and ETFs.
John A
CFP®, Series 66
Kingsport, TN
Integrity Capital Management
John Atkins is a CFP® with 21 years of industry experience, currently serving at Integrity Capital Management since 2007. He is a member of the boards of a social services nonprofit and a Presbyterian church, where he oversees management and budgeting responsibilities. Integrity Capital Management serves individual investors, high-net-worth households, trusts, and foundations with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a strategic asset-allocation approach using mutual funds and ETFs, conducting regular portfolio reviews and maintaining individualized account management.
Angela W
Series 66
Kingsport, TN
Integrity Capital Management
Angela Williams is a Series 66-credentialed financial advisor at Integrity Capital Management with 19 years of industry experience. She has been with the firm since 2007. Outside of her advisory role, she is the owner of BRAC Properties, a non-investment-related business. Integrity Capital Management serves individual investors, high-net-worth households, trusts, and foundations with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a strategic, asset-allocation approach across global, multi-asset-class portfolios using mutual funds and ETFs, with quarterly reviews and weekly monitoring for rebalancing.
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