Ibis Capital Management, LLC

Ibis Capital Management is a state‑registered independent investment adviser that primarily serves individual and trust clients, offering portfolio management, discretionary management, and financial planning. As of March 11, 2026 the firm reported roughly $36.8 million in assets under management and generally employs conventional, liquid securities while noting that private offerings may occasionally be used when suitable for a client’s risk and liquidity profile.

The firm tailors investment management through one‑on‑one client meetings that focus on risk tolerance, diversification, income needs and age, and it applies primarily fundamental research with some quantitative analysis. Upon execution of an advisory agreement the firm typically accepts discretionary authority and custodies client assets with an independent third‑party custodian (Interactive Brokers), with clients receiving periodic account statements directly from the custodian.

A noteworthy aspect of the firm is its affiliation with a law practice and the fact that the firm’s principal also practices corporate and commercial law and provides office space and administrative support to the adviser; the brochure emphasizes that legal services and advisory fees are kept separate. The firm discloses this dual role as a potential management consideration and maintains a written code of ethics and personal trading policies to address conflicts arising from personal holdings and outside activities.