Ims Capital Management
Ims Capital Management is an SEC-registered wealth manager in Clackamas, OR with $380.9M assets under management (AUM, regulatory AUM), -6% over one year. See who owns Ims Capital Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105939, SEC 801-33939, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $380.9M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Clackamas, OR
- Employees
- 9
- Clients
- 281
- CRD
- 105939
- Ownership
- FERNANDEZAGUILAR, RITA, RAE; STEELE, SUSAN; MARKER, CARL; MARKER, CARL, WILLIAM; NUNES, ARTHUR, GERONIMO
How much AUM does Ims Capital Management have?
Ims Capital Management reported $380.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Ims Capital Management?
Disclosed owners and executives of Ims Capital Management include FERNANDEZAGUILAR, RITA, RAE, STEELE, SUSAN, MARKER, CARL, MARKER, CARL, WILLIAM, NUNES, ARTHUR, GERONIMO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.