IMC Advisors, LLC logo

IMC Advisors, LLC

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Client assets under management

$540,005,756

Clients

102

83% high-net worth

Advisors

3

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

34

Very Low

Average account size

$5,294,174

About

IMC Advisors, LLC provides continuous investment advisory services and financial planning to individuals (including high-net-worth clients) and charitable organizations. The firm delivers both discretionary and non-discretionary portfolio management and prepares written financial plans to address clients’ objectives, time horizons, and risk tolerance.

The firm uses a mix of analytical approaches—fundamental, technical, quantitative and qualitative—combined with asset allocation, mutual funds, third‑party managers and the selective use of derivatives (including options and futures strategies such as covered calls and spreads). Accounts are monitored on an ongoing basis with formal reviews at least quarterly and periodic performance and holdings reports provided to clients.

Notably, IMC manages a relatively large pool of client assets while operating with a small advisory team and a modest client base, which implies a high level of assets per advisor and may affect staffing and operational dynamics. The firm also relies on a custodial platform arrangement that supplies research and operational services (and creates related conflicts of interest), does not routinely block and aggregate client trades, and does not vote proxies on clients’ behalf—operational choices that distinguish its service model from many peers.

Client services

Financial planning Portfolio management Selection of other advisers Consulting

Expertise

Options & derivatives strategies

Fee options

Fixed

Financial Planning fixed fees typically ranging from $8,000 to $30,000; Investment Supervisory Services fixed fees negotiated, typically from $5,000 to over $50,000 annually

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.70% $5,000,001+: 0.40%

Project-based

Financial Planning fees charged hourly at $200 to $400 per hour

Other

Minimum fee: Fixed fees typically range from $5,000 to in excess of $50,000 annually for Investment Supervisory Services Fee-only: Financial Planning fees charged hourly at $200 to $400 per hour or fixed fee typically ranging from $8,000 to $30,000

Main office location

IMC Advisors, LLC

540 Plaza Drive, Suite L

Columbus IN 47201-2922, United States

Number of offices

1

Most active in

Florida · Indiana

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Donald M

Series 65

Columbus, IN

IMC Advisors, LLC

Donald Michael is a financial advisor at IMC Advisors, LLC in Columbus, Indiana, holding a Series 65 designation with 23 years of industry experience. He has been with IMC Advisors since 2002. He is also an officer of Irwin Management Company, Inc., an inactive family office affiliated with the Miller family since 1977. IMC Advisors, LLC provides discretionary and non-discretionary investment supervisory services and financial planning to individuals, including high-net-worth clients, and charitable organizations. The firm manages approximately $510 million across about 108 client accounts, employing a multi-faceted investment approach that includes fundamental, technical, quantitative, and qualitative analysis combined with asset allocation and due diligence on third-party managers.

Options & derivatives strategies
user avatar

Jody L

Series 65

Columbus, IN

IMC Advisors, LLC

Jody Littrell is a financial advisor at IMC Advisors, LLC in Columbus, Indiana, holding a Series 65 designation with 12 years of industry experience. Littrell has been with IMC Advisors since 2014. IMC Advisors provides discretionary and non-discretionary investment supervisory services and financial planning to individuals, including high-net-worth clients, and charitable organizations. The firm combines multiple analytical approaches and active instruments in its investment process and manages approximately $510 million across about 108 client accounts.

Options & derivatives strategies
user avatar

Suping P

Series 65

Columbus, IN

IMC Advisors, LLC

Suping Pan is a financial advisor at IMC Advisors, LLC with 18 years of industry experience. She holds the Series 65 designation and has been with IMC Advisors since 2005. IMC Advisors, LLC provides discretionary and non-discretionary investment supervisory services and financial planning to individuals, including high-net-worth clients, and charitable organizations. The firm’s investment approach incorporates fundamental, technical, quantitative, and qualitative analysis, along with asset allocation and due diligence on third-party managers.

Options & derivatives strategies
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