Investment Management Corporation

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Client assets under management

$182,483,962

Clients

184

27% high-net worth

Advisors

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$991,761

About

Investment Management Corporation provides discretionary portfolio management for individuals, business entities, pension and profit-sharing plans, and trusts, generally requiring a $100,000 account minimum; the firm manages roughly $191 million for about 184 clients. Services focus on investing in individual stocks, bonds, exchange-traded funds, and mutual funds and the firm is compensated solely by advisory fees rather than commissions or other third-party payments.

The firm combines fundamental and technical analysis and updates its market analysis on a weekly basis, offering both variable equity models (with allocations that can range up to 100% equities) and fixed equity models that emphasize individual securities. Clients grant the firm investment discretion so that model or allocation changes are implemented across affected accounts at the firm’s discretion, and trading is managed to avoid excessive turnover.

Operationally, IMC maintains a strict conflict-of-interest policy: employees are prohibited from holding registrations or arrangements with broker-dealers, insurance companies, or other financial intermediaries, and the firm does not accept soft-dollar benefits or compensation from product providers. The firm does not take custody of client assets and declines authority to vote client proxies—custodians send proxy materials directly to clients—while IMC supplements custodian statements with its own quarterly reporting.

Client services

Portfolio management

Expertise

Active portfolio management Tax-loss harvesting

Fee options

Percentage

$100,000 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.10% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.80% annually $5,000,001 - $10,000,000: 0.60% annually $10,000,001+: 0.50% annually

Other

Account minimum: $100,000 Minimum fee: Minimum annual advisory fee of $1,250 Fee-only: Advisory fees only, no commissions or other compensation received

Main office location

Investment Management Corporation

1940 Electric Rd

Roanoke VA 24018-1621, United States

Number of offices

Most active in

North Carolina · South Carolina · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 540-774-8899

Advisors at this firm

Denise H

CFP®, Series 66

Roanoke, VA

Investment Management Corporation

Denise Heimel is a CFP® with 16 years of industry experience, currently serving as an advisor at Investment Management Corporation. Her prior experience includes roles at Morgan Stanley Smith Barney LLC, Charles Schwab & Co., Inc., and LPL Financial, LLC. Outside of finance, she has been involved with Orkney Springs Distillery. Investment Management Corporation is an SEC-registered adviser managing approximately $169.6 million across a diverse client base including individuals, trusts, and retirement plans. The firm employs both fundamental and technical analysis in discretionary asset management, focusing on individual stocks, bonds, ETFs, and mutual funds with an emphasis on limiting trading frequency and maintaining independence from third-party compensation and product sponsors.

Active portfolio management Tax-loss harvesting

Kevin W

Series 66

Roanoke, VA

Investment Management Corporation

Kevin Warman is a financial advisor at Investment Management Corporation with 14 years of industry experience. He holds the Series 66 designation and is based in Roanoke, VA. Investment Management Corporation is an SEC-registered adviser that provides discretionary asset management to individuals, trusts, estates, foundations, corporations, and retirement plans. The firm employs a combination of fundamental and technical analysis to manage variable and fixed equity model strategies, investing in individual stocks, bonds, ETFs, and mutual funds.

Active portfolio management Tax-loss harvesting

John T

Series 63

Roanoke, VA

Investment Management Corporation

John Tinaglia is a financial advisor with Investment Management Corporation in Roanoke, VA. He holds a Series 63 designation and has 38 years of industry experience. Investment Management Corporation is an SEC-registered adviser providing discretionary asset management to individuals, trusts, estates, foundations, corporations, and retirement plans. The firm employs both fundamental and technical analysis across variable and fixed equity model strategies, managing approximately $169.6 million as of December 2024.

Active portfolio management Tax-loss harvesting

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