Aim Capital
Aim Capital is an SEC-registered wealth manager in Scottsdale, AZ with $309.3M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Aim Capital: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 165183, SEC 801-77148, data through 2026-02-21.
- AUM (assets under management / regulatory AUM)
- $309.3M (2026-02-21)
- Firm type
- Wealth Manager
- Location
- Scottsdale, AZ
- Employees
- 2
- Clients
- 246
- CRD
- 165183
- Ownership
- NAGEL, PHILIP, LEE; PLN INVESTMENT STRATEGIES, LLC; THE HILL INVESTMENT GROUP, LLC; HILL, WILLIAM, FLOYD
How much AUM does Aim Capital have?
Aim Capital reported $309.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-21).
Who owns Aim Capital?
Disclosed owners and executives of Aim Capital include NAGEL, PHILIP, LEE, PLN INVESTMENT STRATEGIES, LLC, THE HILL INVESTMENT GROUP, LLC, HILL, WILLIAM, FLOYD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.