Institutional Capital Management, Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 27, 2026, reports $605M in regulatory assets under management, 2 employees, and 10 accounts.
Top client segmentGovernment represent 100.0% of total clients.
Top client categories% of clientsClients
1
Government
100.0%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$605Mas of March 27, 2026
Discretionary6.3%
$38M
6% of total RAUM6.3%
Non-discretionary93.7%
$567M
94% of total RAUM93.7%
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$605M
Total Accounts10
10Y AUM Change+$183M (+43.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee5:1
10Y Employee Change0 (0.0%)
* 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.