Integrated Advisors Network LLC

Registered investment adviser · Dallas, TX · CRD #171991

Form ADV data as of 2026-09-01

Regulatory assets

$5.52 billion

Total accounts

12,957

Employees

Disclosure events

Firm details

Website: https://www.youtube.com/@financialfoundationsinc.6067
Telephone: 855-729-4222
SEC file number: 801-96203
Most recent Form ADV filing: 2026-08-21
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 7 disclosure questions answered Yes, covering 7 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

SEC or CFTC found a violation of its regulations or statutes
SEC or CFTC entered an order in connection with investment-related activity
SEC or CFTC imposed a civil money penalty or a cease-and-desist order
Another regulator found a violation of investment-related regulations or statutes
Another regulator entered an order in connection with investment-related activity (past 10 years)
A self-regulatory organization expelled, suspended, barred, or restricted the firm
Currently subject to a regulatory proceeding that could result in a disclosure under 11.C., 11.D., or 11.E.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$5.29 billion
Non-discretionary regulatory assets under management	$235.7 million
Total regulatory assets under management	$5.52 billion
Discretionary accounts	12,420
Non-discretionary accounts	537
Total accounts	12,957
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	87
Employees performing investment advisory functions (including research)	81
Employees who are registered representatives of a broker-dealer	13
Employees registered as investment adviser representatives with a state	82
Employees registered as IARs for another investment adviser	5
Employees who are licensed insurance agents	22
Firms or persons who solicit advisory clients on the firm's behalf	4

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$950,000
Clients for whom a related person has custody	5
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	5

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)Performance-based fees

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Educational seminars/workshops

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients
Receives soft dollar benefits
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	6,711	$2.33 billion
High net worth individuals	652	$3.11 billion
Pension and profit sharing plans (not the participants or government plans)	33	$6.5 million
Charitable organizations	63	$17.2 million
Corporations or other businesses not listed above	153	$54.6 million