Ims Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Clackamas, OR. Its latest Form ADV filing, dated March 31, 2026, reports $381M in regulatory assets under management, 9 employees, 1 office, and 556 accounts.
Assets Under Management
$381M
Employees
9
Offices
1 office
Total Clients
283
Primary office
CLACKAMAS, OR
9200 SE SUNNYBROOK BOULEVARD, SUITE 170, CLACKAMAS, OR, United States
Top client segmentIndividuals represent 71.4% of total clients.
Top client categories% of clientsClients
1
Individuals
71.4%
202
2
HNWI
21.9%
62
3
Charitable
5.7%
16
4
Investment Cos.
0.4%
1
5
Insurance Cos.
0.4%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$381Mas of March 31, 2026
Discretionary97.3%
$371M
97% of total RAUM97.3%
Non-discretionary2.7%
$10M
3% of total RAUM2.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$381M
Total Accounts556
10Y AUM Change+$170M (+80.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee31:1
10Y Employee Change-2 (-18.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.