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Intentionally Curated.
Thoughtfully Advised.

Intergrated Compliance Advisors bear logo looking over his shoulder

Practical, proactive support for Registered Investment Advisors.

Curated and Customized for your Firm.

Explore tailored services to support every stage of your firm’s regulatory journey.
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Real Structure.
Relatable Advice.

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Secure Guidance.

Strategic Action.

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Imagination with Intention. Expression with Purpose.

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Firm in Principal
Tailored in Practice.

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Forward Momentum.  Lasting Insight.

Trusted Advisors.
Proven Experience.

Meet the People Powering Your Peace of Mind.
Stacy Craddock

Stacy Craddock

CEO & Lead Consultant

Adam Ostermiller

Adam Ostermiller

Head of Business Development & Strategic Partnerships

Ashley Craddock

Ashley Craddock

Director of Client Acquisition & Business Strategies

Kristyn Koller

Kristyn Koller

Senior Cybersecurity Consultant

Catherine Teichert

Catherine Teichert

Senior Lead Consultant & Private Fund Specialist

Lindsay Rider

Lindsay Rider

Lead Consultant & Technology Systems Coordinator

Corrie Scoby

Corrie Scoby

Junior Lead Consultant

Tammi Ellis

Tammi Ellis

Compliance Associate & Managing Coordinator

Izzy Daboub

Izzy Daboub

Compliance Associate & Marketing and Event Coordinator

Jennfier Stevens

Jennfier Stevens

Senior Brand & Digital Design Consultant

Luke Ostermiller

Luke Ostermiller

Photography & Videography Consultant

Anniston Craddock

Anniston Craddock

Marketing & Design Director

Michael Risner

Michael Risner

Regulatory Compliance Content Editor

Jordyn Bashore

Jordyn Bashore

Office Administrator & Marketing Assistant

Madden Theodore

Madden Theodore

Chief Emotional Support

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Curated Solutions. Integrated Strategy.

A suite of services aligned to accelerate your RIA's vision.
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Reviews That Speak Volumes.

Hear what people have to say about us.

Marshall Investment Management

Sharon Evans

Working with Integrated Compliance Advisors has been a very positive experience, and I would recommend them to anyone looking to increase their firm’s compliance standards.   Their expertise and commitment to addressing all our compliance needs, as well as their help with educating and training all facets of compliance regulation, has been invaluable!

RetireMitten Financial Planning

Amanda Oliver

I’ve had the pleasure of working with the ICA team at two different financial firms, and they’ve been nothing short of fantastic. Their expertise and commitment to excellence are unmatched, making them a crucial part of our operations.

ICA's team is knowledgeable and incredibly supportive, addressing all our compliance needs with a proactive approach and meticulous attention to detail. Their coaching is top-notch, providing our team with the skills and insights needed to uphold the highest compliance standards. Their training sessions are engaging, comprehensive, and tailored to our specific needs.

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Dash Investments

Jonathan Dash

Working with ICA has been great! Keeping me as hands-off as possible is what is great about it!

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  • What if our CCO is new to the industry?
    The Fundamental Services package is the leaping-off point for new CCOs or those who desire further guidance in an ever-changing regulatory environment. We pride ourselves on our ability to coach and mentor individuals of all experience levels.
  • Are we able to change our tier of service?
    You can modify your level of engagement with ICA at any time. We do require that you not downgrade your service tier for a minimum of 3 months after initial engagement.
  • What is our engagement commitment?
    Our contracts are designed to be flexible and operate on a month-to-month basis. That said, upon initial engagement, we encourage clients to consider a one-year commitment. This provides ample time to thoughtfully integrate our policies, procedures, and processes into your firm’s culture of compliance. A longer engagement allows us to work more effectively together to build and reinforce strong, sustainable practices.
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Schedule a Consultation

Ready to take a proactive approach to compliance?

Reach out to our team to discuss your needs and learn how we can support your firm.

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