Firm profile

IMC ADVISORS, LLC

COLUMBUS, INCRD 111537Latest ADV March 26, 2026

Imc Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Columbus, IN. Its latest Form ADV filing, dated March 26, 2026, reports $540M in regulatory assets under management, 5 employees, and 102 accounts.

Assets Under Management
$540M
Employees
5
Offices
--
Total Clients
102
Primary office
COLUMBUS, IN
540 PLAZA DRIVE, SUITE L, COLUMBUS, IN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEODonald L. Michael
CCOJody A. Littrell
COOJody A. Littrell

Advisory services offered

4 types reported
Financial Planning Services
Other advisory services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 83.3% of total clients.
Top client categories% of clientsClients
1
HNWI
83.3%
85
2
Individuals
16.7%
17

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$540Mas of March 26, 2026
Discretionary79.5%
$429M
80% of total RAUM79.5%
Non-discretionary20.5%
$111M
20% of total RAUM20.5%
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$540M
Total Accounts102
10Y AUM Change+$220M (+68.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee20:1
10Y Employee Change-1 (-16.7%)

* 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.