SEC-Registered Investment Adviser
Integrated Advisors Network LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated September 23, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- May 11, 2015
- Principal office
- 8150 N Central Expressway, Suite 1255, Dallas, TX 75206
- Organized as
- Limited Liability Company, DE
- Fiscal year end
- December
- Other offices
- 47
Scale
- Regulatory AUM
- $5.5B
- Discretionary / non-discretionary
- $5.3B / $235.7M
- Accounts
- 12,957
- Clients
- 0
- Employees
- 86, 80 in advisory roles
- Private funds advised
- 2
- Private fund gross assets
- $38.1M
- Fund types
- 1 hedge funds, 1 other private funds
- Funds with Form D records
- 1 issuer in AltStreet's ledger, $16.9M reported sold across them
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers and educational seminars or workshops
- Compensated by
- a percentage of assets under management, hourly charges, fixed fees and performance-based fees
- Client types
- individuals (other than high net worth) (6,711); high net worth individuals (652); pension and profit sharing plans (33); charitable organizations (63); corporations or other businesses (153)
- Wrap fee program
- Sponsors or manages a wrap fee program
Form ADV Item 11 disclosures
The firm answered yes to the following Item 11 questions. The answers cover the firm and its advisory affiliates; the Disclosure Reporting Pages on IAPD identify the subject and the outcome.
- SEC or CFTC finding of a violation of regulations or statutes (Item 11C(2))
- SEC or CFTC order against the firm or an affiliate (Item 11C(4))
- SEC or CFTC civil money penalty or cease-and-desist (Item 11C(5))
- other regulator finding of a violation (Item 11D(2))
- other regulator order, denial, suspension or revocation (Item 11D(4))
- self-regulatory organization bar, suspension or fine (Item 11E(4))
- unsatisfied judgment or lien (Item 11G)
Form D activity of the funds this firm advises, by year
1 issuer in AltStreet's EDGAR ledger are joined to this adviser through Form ADV Schedule D, with Form D filings from March 18, 2024 to May 19, 2026. 1 offering is still raising on the latest filing. Reported sold across them: $16.9M.Years are the year of each offering's first notice; sold and investors are the latest figures on each chain. Counts and totals only; the fund roster is in the terminal.
| First notice | Offerings | Reported sold | Investors |
|---|---|---|---|
| 2024 | 1 | $16.9M | 20 |
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.