Firm profile

INTERNATIONAL MANAGEMENT ADVISORS LTD.

CRD 140361Latest ADV March 26, 2026

International Management Advisors Ltd. is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 26, 2026, reports $109M in regulatory assets under management, 1 employee, and 35 accounts.

Assets Under Management
$109M
Employees
1
Offices
--
Total Clients
9
Primary office
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(216) 436-3637
WebsiteNot reported
LinkedInNot reported

Leadership

1 roles identified
CCOKurt J. Schoeppler

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
9

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$109Mas of March 26, 2026
Discretionary100.0%
$109M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

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

Latest AUM$109M
Total Accounts35
10Y AUM Change+$5M (+4.7%)

Employee Growth by Quarter

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

Total Employees1
Clients per Employee9:1
10Y Employee Change-1 (-50.0%)

* 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.