# INTEGRATED INVESTMENT STRATEGIES,INC.

INTEGRATED INVESTMENT STRATEGIES,INC. of CARMEL, IN is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 122706
- Type: SEC-registered investment adviser
- SEC file number: 801-136676
- Location: 600 E CARMEL DRIVE, SUITE 110, CARMEL, IN, 46032
- Phone: 317-843-5577
- Latest filing: 2026-06-08
- Regulatory AUM: $104.5M
- Discretionary AUM: $104.5M
- Clients: 3
- Accounts: 334

## Business model

- Compensation: % of AUM, Hourly, Other
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Lubs | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |


## Disclosures (12)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2019-05-08 | regulatory | IIS AGREED TO PAY A CIVIL PENALTY OF $1500 FOR FAILING TO FILE ITS FORM ADV BY ITS DEADLINE OF MARCH 31, 2019. | Final | $2K |
| 2019-05-08 | regulatory | IIS AGREED TO PAY A CIVIL PENALTY OF $1500 FOR FAILING TO FILE ITS FORM ADV BY ITS MARCH 31, 2019 DEADLINE. | Final | $2K |
| 2018-07-17 | regulatory | THE REQUIRED QUESTIONNAIRE WAS NOT FILED FOR 2018. | Final | $2K |
| 2018-07-17 | regulatory | IIS AGREED TO PAY A CIVIL PENALTY OF $1500 FOR FAILING TO FILE ITS REQUIRED QUESTIONNAIRE BY THE STATED DEADLINE OF MARCH, 31, 2018. | Final | $2K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/122706/brochure
- Similar advisers: https://search.stillhousedata.com/firm/122706/similar
- Related entities: https://search.stillhousedata.com/firm/122706/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/122706

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.