AIM Advisors, LLC

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Client assets under management

$157,394,617

Clients

186

30% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$846,208

About

AIM Advisors provides discretionary portfolio management, non‑management investment advice, financial planning, and retirement plan services to individuals, families, businesses, and retirement plans. The firm’s Form ADV reports approximately $158.2 million in assets under management and indicates services are tailored to each client through an initial assessment and written engagement agreement.

The firm implements globally diversified portfolios guided by modern portfolio theory, primarily using mutual funds and exchange‑traded funds along with fundamental analysis and market/economic cycle considerations; while generally favoring longer‑term holdings, AIM may employ shorter‑term trading, options, margin, and outside managers when appropriate. AIM accepts discretionary authority for many accounts, conducts periodic reviews and reporting, and documents client risk profiles and any investment restrictions before implementing strategies.

AIM’s public disclosures and marketing approach include elements that are uncommon among peers — its materials reference endorsements, client testimonials, and third‑party ratings in addition to the brochure and website listed on the Form ADV — which may supplement the firm’s written disclosures. The brochure also discloses that some associated persons engage in other industry roles (registered representatives of a broker‑dealer and licensed insurance agents), and the firm operates with a small staff relative to its assets under management, a combination that clients may consider when evaluating potential conflicts and oversight.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management

Fee options

Fixed

Financial planning services may be charged fixed fees based on complexity and level of service, negotiated case by case

Percentage

$0 - $250,000: 1.50% $250,000 - $2,000,000: 1.25% $2,000,000 - $5,000,000: 1.00% Over $5,000,000+: 0.75%

Commissions

Associated persons acting as registered representatives may receive commissions for securities transactions and 12b-1 fees from investment companies (not for managed accounts)

Project-based

Financial planning services may be charged hourly based on complexity, negotiated case by case

Other

Fee-only: Investment advisory services fees generally range from 0.25% to 1.00% depending on complexity; Financial planning fees charged as fixed fees or hourly rates, negotiated case by case; Retirement plan services fees fixed or asset based, not to exceed 1.50%, negotiable

Main office location

AIM Advisors, LLC

421 N. Harrington Street, Suite 630

Raleigh NC 27603, United States

Number of offices

Most active in

New York · North Carolina

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 919-758-8911

Advisors at this firm

Nina S

Series 66

Raleigh, NC

AIM Advisors, LLC

Nina Stibbs is a financial advisor at AIM Advisors, LLC in Raleigh, NC, with 18 years of industry experience. She holds the Series 66 designation and has previously worked at Triad Advisors, Inc. and Arkadios Capital. Outside of investment advising, she is involved in recommending and selling fixed insurance products including life, annuity, disability, and health insurance policies. AIM Advisors, LLC serves individuals, families, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan services. The firm employs a globally diversified investment approach based on modern portfolio theory, primarily utilizing mutual funds, ETFs, and other asset classes tailored to client objectives and risk tolerances.

Wealth management

Matthew A

Series 63, Series 66

Raleigh, NC

AIM Advisors, LLC

Matthew Archer is a financial advisor with AIM Advisors, LLC in Raleigh, NC, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His career includes roles at Triad Advisors, Inc. and Arkadios Capital. Outside of his advisory work, he is involved as an independent agent with The Cason Group, which focuses on life insurance and long-term care products. AIM Advisors, LLC serves individuals, families, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and retirement plan services. The firm employs a globally diversified investment approach based on modern portfolio theory, utilizing mutual funds, ETFs, stocks, bonds, and alternative investments tailored to client objectives and risk tolerances.

Wealth management

Emily B

Series 66

Raleigh, NC

AIM Advisors, LLC

Emily Burgess is a financial advisor at AIM Advisors, LLC in Raleigh, NC, holding a Series 66 designation. She has experience working at Campbell University and Arkadios Capital, as well as being self-employed and employed in other roles prior to joining AIM Advisors. AIM Advisors serves individuals, families, businesses, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan services. The firm manages approximately $138 million across about 163 client relationships, employing an investment approach based on modern portfolio theory with a focus on global diversification.

Wealth management

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