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Integrity RIA, LLC

CRD 150415SEC# 801-120356Lafayette, LA
Export (members)
No longer SEC-registered. Integrity RIA, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$130.5M
Employees
3
Accounts
1,687
Location
Lafayette, LA

Integrity RIA, LLC assets under management

Integrity RIA, LLC is a registered investment adviser overseen by the SEC based in Lafayette, LA. It reports $130.5 million in regulatory assets under management and employs 3 people.

Integrity RIA, LLC owners & executives

1 reported
NameTitleOwnershipSince
Shawn Mitchell Defoe ControlPresident & CcoOver 75%2009

Frequently asked questions

How much does Integrity RIA, LLC manage?

Integrity RIA, LLC reports $130.5 million in regulatory assets under management on its Form ADV.

How many employees does Integrity RIA, LLC have?

Integrity RIA, LLC reports 3 employees.

Where is Integrity RIA, LLC located?

Integrity RIA, LLC is based in Lafayette, LA.

Does Integrity RIA, LLC disclose fund performance?

Integrity RIA, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address221 Southpark Rd Suite C1, Lafayette, LA 70508
Office hoursVaries
Discloses disciplinary historyYes

Regulatory AUM

$130.5MNo change
Mar '25 — $130.5MApr '25 — $130.5MMay '25 — $130.5MJun '25 — $130.5MJul '25 — $130.5MAug '25 — $130.5MSep '25 — $130.5MOct '25 — $130.5MNov '25 — $130.5MDec '25 — $130.5MJan '26 — $130.5MFeb '26 — $130.5MMar '26 — $130.5MApr '26 — $130.5MMay '26 — $130.5MJun '26 — $130.5M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$130.5Mregulatory AUM
Discretionary $130.5M