I
Income Management Company
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,633,115
Clients
20
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
LowAverage account size
$531,656
About
Income Management Company is a small, solo-registered investment adviser led by its founder that provides discretionary asset management to a limited client base of individuals (including high‑net‑worth), individual retirement accounts, trusts, and some corporate pension and profit‑sharing plans. The firm implements client portfolios exclusively through mutual funds and variable annuity subaccounts and offers three defined strategies: Bond, Balanced, and Growth.
The firm employs an active asset‑allocation approach that tactically reallocates portions of client holdings within the same mutual fund family or annuity platform to pursue risk‑adjusted returns in line with each client’s objectives, time horizon, and liquidity needs. IMC does not select individual securities, monitors fund positions frequently, and clients’ assets are held directly with the fund or annuity issuers rather than by the adviser.
What is distinctive is the combination of modest scale—roughly $10.6 million in discretionary AUM across about 20 clients—and a long‑tenured sole practitioner model that serves both individual and institutional account types. The firm disclosed a 2021 regulatory finding that required remediation and a period of oversight by a compliance consultant, and it operates without additional staff or custodial relationships.
Client services
Portfolio management
Asset allocation
Expertise
Passive / index investing
Fee options
$0 - $250,000: 1.5% Annually $250,000+: 1.0% Annually
Fee-only: Asset management fees charged as a percentage of assets under management, billed quarterly in advance.
Main office location
Income Management Company
Idledale CO, United States
Number of offices
1
Most active in
Income Management Company has reported serving >5 clients in these states in the last 12 months.
Colorado
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
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