Total Investment Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated March 16, 2026, reports $1.4B in regulatory assets under management, 12 employees, 1 office, and 2,079 accounts.
Assets Under Management
$1.4B
Employees
12
Offices
1 office
Total Clients
1,186
Primary office
SCOTTSDALE, AZ
9383 EAST BAHIA DRIVE, SUITE 120, SCOTTSDALE, AZ, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
3 types reported
Asset based fees
Fixed fees
Subscription fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.6% of total clients.
Top client categories% of clientsClients
1
Individuals
65.6%
778
2
HNWI
34.2%
406
3
Corporations
0.2%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 16, 2026
Discretionary92.8%
$1.3B
93% of total RAUM92.8%
Non-discretionary7.2%
$97M
7% of total RAUM7.2%
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$1.4B
Total Accounts2,079
10Y AUM Change+$482M (+55.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee99:1
10Y Employee Change+3 (+33.3%)
* 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.