Imhaus Investment Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$23,931,345
Total clients
37
38% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
37
Average account size
$646,793
About
Imhaus Investment Advisors provides ongoing portfolio management and investment supervisory services to individuals (including high‑net‑worth clients) and business entities. The firm prepares individualized Investment Policy Statements to document goals, risk tolerance and time horizon, and generally manages accounts on a discretionary basis with an account minimum of $250,000 that may be waived.
The firm’s investment process combines fundamental, cyclical and momentum analysis within an asset‑allocation framework and uses active momentum signals to adjust portfolios. All client assets are managed in‑house rather than through third‑party managers, and the firm conducts account reviews approximately twice a month.
Operationally, the firm requires clients to custody assets with its recommended custodian, Charles Schwab Advisor Services, and does not permit client‑directed brokerage, a practice that can affect execution options compared with many peers. The brochure also discloses that personal trading by firm personnel is permitted around client trades without a blackout policy and that the firm rarely aggregates block trades; Schwab provides institutional services and other third‑party benefits to the firm when custody thresholds are met.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
1.00% annually
Account minimum: $250,000 (may be waived)
Main office location
Imhaus Investment Advisors
Windsor CA, United States
Number of offices
1
Most active in
Imhaus Investment Advisors has reported serving >5 clients in these states in the last 12 months.
California · 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 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.
Forms ADV
Quick links
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