AIM Advisory Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$24,199,270
Total clients
44
27% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
44
Average account size
$549,983
About
AIM Advisory Group provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and business entities. The firm notes a $100,000 minimum account size (waivable) and reports roughly $24.2 million in discretionary assets across its client base.
AIM documents client goals and risk tolerance in an Investment Policy Statement and uses a mix of fundamental, technical, cyclical analysis and modern portfolio theory to implement strategies. Its trading toolbox includes long‑ and short‑term trading and options strategies (including covered, uncovered and spread positions), and it invests across mutual funds, equities, fixed income, ETFs (including precious‑metal and defined‑outcome ETFs), REITs, commodities, hedge funds and insurance products; accounts are reviewed at least monthly.
Compared with many peers, AIM discloses non‑standard billing arrangements in addition to percentage‑of‑AUM fees — including fixed/retainer planning fees ($500–$10,000) and hourly billing ($300/hr billed in quarter‑hour increments) — and it collects asset‑based fees monthly in advance. The brochure also discloses arrangements that can create conflicts of interest (representatives may be licensed insurance agents, AIM may receive fee‑splits from third‑party advisers, and the firm requires clients to use a specific broker‑dealer), with the firm stating it will disclose and seek to manage those conflicts.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Options & derivatives strategies
Private / alternative investments
Real estate investing
Fee options
$500 to $10,000 for financial planning
$0 - $150,000: 1.50% $150,000 - $250,000: 1.40% $250,000 - $500,000: 1.30% $500,000 - $1,000,000: 1.15% $1,000,000 - $2,000,000: 1.00% $2,000,000+: 0.90%
$300 per hour
Account minimum: $100,000
Main office location
AIM Advisory Group, LLC
7021 Kewanee Ave, Unit 2102
Lubbock TX 79424, United States
Number of offices
1
Most active in
AIM Advisory Group, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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