SCOTTSDALE, AZCRD 165183Latest ADV February 21, 2026
Aim Capital is an SEC registered investment adviser organized as a limited liability partnership with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated February 21, 2026, reports $309M in regulatory assets under management, 2 employees, and 452 accounts.
Assets Under Management
$309M
Employees
2
Offices
--
Total Clients
246
Primary office
SCOTTSDALE, AZ
7337 E DOUBLETREE RANCH ROAD, SUITE 195, SCOTTSDALE, AZ, United States
Top client segmentHNWI represent 54.5% of total clients.
Top client categories% of clientsClients
1
HNWI
54.5%
134
2
Individuals
41.5%
102
3
Charitable
4.1%
10
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$309Mas of February 21, 2026
Discretionary90.0%
$278M
90% of total RAUM90.0%
Non-discretionary10.0%
$31M
10% of total RAUM10.0%
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.
Total AUM$309M
Total Accounts452
10Y AUM Change+$131M (+73.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee123:1
10Y Employee Change-1 (-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.