Overview
Assets Under Management: $309 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 134
Average Client Assets: $2 million
Frequently Asked Questions
AIM CAPITAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #165183), AIM CAPITAL is subject to fiduciary duty under federal law.
AIM CAPITAL is headquartered in SCOTTSDALE, AZ.
AIM CAPITAL serves 134 high-net-worth clients according to their SEC filing dated February 21, 2026. View client details ↓
According to their SEC Form ADV, AIM CAPITAL offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
AIM CAPITAL manages $309 million in client assets according to their SEC filing dated February 21, 2026.
According to their SEC Form ADV, AIM CAPITAL serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 134
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.41
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 452
Discretionary Accounts: 430
Non-Discretionary Accounts: 22
Regulatory Filings
CRD Number: 165183
Filing ID: 2055930
Last Filing Date: 2026-02-21 09:16:24