Aim Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$309,311,234
Total clients
236
57% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
118
Average account size
$1,310,641
About
AIM Capital provides investment advisory services and financial planning to individuals (including high‑net‑worth clients), trusts, estates and business entities. The firm offers ongoing portfolio management as well as modular and one‑time financial planning and consulting, and manages roughly $309 million across about 236 client relationships with a two‑adviser team.
The firm delivers continuous, tailored portfolio supervision and can manage accounts on a discretionary or non‑discretionary basis, using a mix of mutual funds, ETFs, exchange‑listed and fixed‑income securities and, when appropriate, options strategies. AIM Capital states it customizes asset allocations to clients’ objectives and special situations (for example low‑basis stock, stock options or legacy holdings) and conducts regular client reviews.
AIM Capital is the sponsor of a wrap fee program (the AIM Program) offered through LPL Financial’s Strategic Wealth Management platform, a setup that is relatively uncommon for similarly sized supported firms. The advisers are also registered with LPL and licensed to sell insurance products, and the firm discloses that those dual relationships and the required use of LPL’s platform for the wrap program can create potential conflicts of interest that are managed under its compliance policies.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.500% $500,001 - $1,000,000: 1.250% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.750% $0 - $500,000: 1.600% $500,001 - $1,000,000: 1.350% $1,000,001 - $5,000,000: 1.10% $5,000,001+: 0.850%
$300 per hour
Main office location
Aim Capital
7337 E Doubletree Ranch Road, Suite 195
Scottsdale AZ 85258, United States
Number of offices
1
Most active in
Arizona · California · New Hampshire · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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