Overview
- Headquarters
- Clackamas, OR
- Total Firm Assets
- $381 million
- Average High-Net-Worth Client Portfolio Size
- $3.2 million
- Stated Minimum Account Size
- $250,000
Fee Disclosure
Source: IMS CAPITAL MANAGEMENT, LLC - FORM ADV 2A FIRM BROCHURE (2025-10-20)
· View brochure text
Latest filing: IMS CAPITAL MANAGEMENT, LLC - FORM ADV 2A FIRM BROCHURE (2026-08-19)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,500,000 | 1.00% |
| $1,500,001 | $3,000,000 | 0.85% |
| $3,000,001 | $5,000,000 | 0.75% |
| $5,000,001 | $15,000,000 | 0.65% |
| $15,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $42,750 | 0.86% |
| $10 million | $75,250 | 0.75% |
| $50 million | $282,750 | 0.57% |
| $100 million | $532,750 | 0.53% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 51.61%
- Number of High-Net-Worth Clients
- 62
- Total Client Accounts
- 556
- Discretionary Accounts
- 499
- Non-Discretionary Accounts
- 57
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 105939
- IMS CAPITAL MANAGEMENT, LLC - FORM ADV 2A FIRM BROCHURE (2026-08-19) · View brochure text
- IMS CAPITAL MANAGEMENT, LLC - FORM ADV 2A FIRM BROCHURE (2025-10-20) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗