Aim Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Raleigh, NC. Its latest Form ADV filing, dated January 30, 2026, reports $158M in regulatory assets under management, 5 employees, and 482 accounts.
Assets Under Management
$158M
Employees
5
Offices
--
Total Clients
186
Primary office
RALEIGH, NC
421 N. HARRINGTON STREET, SUITE 630, RALEIGH, NC, United States
Top client segmentIndividuals represent 69.9% of total clients.
Top client categories% of clientsClients
1
Individuals
69.9%
130
2
HNWI
30.1%
56
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$158Mas of January 30, 2026
Discretionary99.0%
$157M
99% of total RAUM99.0%
Non-discretionary1.0%
$2M
1% of total RAUM1.0%
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$158M
Total Accounts482
10Y AUM Change+$158M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee37:1
10Y Employee Change+1 (+25.0%)
* 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.