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Ims Capital Management

Updated today

Client assets under management

$215,716,614

Clients

264

23% high-net worth

Advisors

7

of 9 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

38

Low

Average account size

$817,108

About

IMS Capital Management advises a mix of individuals (including high-net-worth clients), pension and profit‑sharing plans, charitable organizations, insurance companies, investment companies, and other business entities. The firm provides financial planning, portfolio and wealth management, pension consulting, and also offers educational seminars/workshops and newsletter/periodical publications.

IMS implements a value‑tilted, research-driven investment process that combines fundamental analysis, cyclical analysis, quantitative tools and proprietary scoring models to construct equity, income and allocation portfolios. Its strategies are delivered through three mutual‑fund strategies (the IMS Funds) and separately managed accounts, and some separately managed accounts may employ options, borrowing (margin) or other leverage as part of their implementation.

IMS is in the process of being integrated into Pinnacle Wealth Advisors, with certain personnel dually registered during an interim migration period, reflecting an uncommon affiliation structure for a team firm. The firm’s role as adviser and sponsor of the IMS mutual funds, its explicit service to investment company and insurance clients, and its regular production of periodicals and educational programs are all features that distinguish it from many peers.

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops

Expertise

Wealth management Passive / index investing Active portfolio management Real estate investing

Fee options

Fixed

Flat fees and retainer fees determined by anticipated hours and nature of services

Percentage

$0 - $1,500,000: 1.00% $1,500,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $15,000,000: 0.65% $15,000,001 - $25,000,000: 0.50%

Project-based

Generally $90 per hour for financial planning and investment consultation services

Performance-based

Performance fees received from one accredited investor client as a percentage of realized gains in addition to management fees

Other

Account minimum: $250,000 (negotiable) Fee-only: Financial planning and investment consultation services generally billed at $90 per hour; flat and retainer fees also available

Main office location

Ims Capital Management

9200 Se Sunnybrook Boulevard, Suite 170

Clackamas OR 97015, United States

Number of offices

2

Most active in

Arizona · California · Idaho · Oregon · Texas · Washington

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

Christopher M

Series 63, Series 65

Clackamas, OR

Ims Capital Management

Christopher Magana is a financial advisor at Ims Capital Management with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ims Capital Management since 2015, also working briefly at Pinnacle Wealth Advisors LLC. Outside of his advisory role, he serves as an adjunct professor at local universities, teaching finance and investment courses. Ims Capital Management is an SEC-registered advisory firm managing approximately $407 million in assets with a six-advisor team. The firm serves individuals, pension and profit-sharing plans, charitable organizations, insurance companies, and investment companies, offering financial planning, portfolio and wealth management, pension consulting, and mutual fund management through fundamental and quantitative investment strategies.

Wealth management Passive / index investing Active portfolio management Real estate investing
user avatar

Aaron C

CFP®, Series 65

Fort Worth, TX

Ims Capital Management

Aaron Christopherson is a CFP® with 13 years of industry experience and currently serves at IMS Capital Management. He has held roles at Security First Advisors and Pinnacle Wealth Advisors, where he has been involved for over a decade. Christopherson is also president of ZJC Inc., a tax-related entity connected to his work with Pinnacle Wealth Advisors. IMS Capital Management is an SEC-registered firm managing approximately $407 million in assets with a six-advisor team. The firm serves individuals, pension plans, charitable organizations, insurance companies, and investment companies, offering financial planning, portfolio management, pension consulting, and operates mutual funds alongside educational seminars and newsletters.

Wealth management Passive / index investing Active portfolio management Real estate investing
user avatar

Douglas K

Series 65

Clackamas, OR

Ims Capital Management

Douglas Kintzinger is a financial advisor at Pinnacle Wealth Advisors with 15 years of industry experience. He holds a Series 65 designation and has previously worked at Pacific Seafood and Ims Capital Management. Outside of his advisory role, Kintzinger serves on the boards of several non-investment-related companies, including a lumber producer, a job placement firm, and an advertising and marketing company. Pinnacle Wealth Advisors is an SEC-registered team advisory firm managing approximately $461 million for around 790 clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, utilizing diversified portfolios that include stocks, bonds, mutual funds, ETFs, alternative investments, and option strategies.

Wealth management Passive / index investing Active portfolio management Real estate investing
user avatar

Carl M

Series 63

Portland, OR

Ims Capital Management

Carl Marker is a financial advisor with Pinnacle Wealth Advisors in Portland, OR, holding a Series 63 designation and 37 years of industry experience. He previously worked at IMS Capital Management from 1988 until 2025 before joining Pinnacle Wealth Advisors. Outside of advising, Carl is involved in managing a small residential property business. Pinnacle Wealth Advisors is an SEC-registered team advisory firm serving approximately 790 clients with discretionary portfolio management, financial planning, and retirement-plan consulting, offering diversified investment strategies and customized plans.

Wealth management Passive / index investing Active portfolio management Real estate investing
user avatar

Daniel B

Series 66

Jacksonville, OR

Ims Capital Management

Daniel Belica is a financial advisor at IMS Capital Management with 21 years of industry experience. He holds the Series 66 designation and has been with IMS Capital Management since 2014, also working briefly at Pinnacle Wealth Advisors, LLC. IMS Capital Management is an SEC-registered advisory firm managing approximately $407 million in assets with a six-advisor team. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, insurance companies, and investment companies, offering financial planning, portfolio management, pension consulting, and mutual fund operations.

Wealth management Passive / index investing Active portfolio management Real estate investing
user avatar

Steve H

Series 63, Series 65

Rathdrum, ID

Ims Capital Management

Steve Haug is a financial advisor at Pinnacle Wealth Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Pinnacle Wealth Advisors since 2026, having previously worked at Ims Capital Management since 2003. Outside of finance, he owns a fitness center in Rathdrum, Idaho. Pinnacle Wealth Advisors is an SEC-registered team advisory firm managing approximately $461 million for around 790 clients. The firm offers discretionary portfolio management, written financial planning, and retirement-plan consulting, utilizing diversified investment strategies and a web-based planning tool to support client recommendations.

Wealth management Passive / index investing Active portfolio management Real estate investing
user avatar

Brian T

Series 65

Clackamas, OR

Ims Capital Management

Brian Timm is a financial advisor at IMS Capital Management with a Series 65 credential and three years of industry experience. His prior work includes roles at Pinnacle Wealth Advisors, Security First Advisors, and a long tenure at Kaiser Permanente. IMS Capital Management is an SEC-registered firm managing approximately $407 million in assets with a six-advisor team serving individuals, pension plans, charitable organizations, insurance companies, and investment companies. The firm offers financial planning, portfolio and wealth management, pension consulting, and operates mutual funds, using fundamental and quantitative analysis across multiple investment strategies.

Wealth management Passive / index investing Active portfolio management Real estate investing
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