IMS Capital Management LLC

RIASEC RegisteredEst. 1989
Total AUM
$381M
Discretionary
$371M
97% of AUM
Avg account
$685K
Accounts
556
Employees
9
Advisory reps
9

Firm details

Headquarters
Clackamas, Oregon
CRD number
105939
Registered since
March 23, 1989
Website
imscapital.com
Custodians
CHARLES SCHWAB & CO., INC., U.S. BANK, N.A., ARGENT INSTITUTIONAL TRUST COMPANY
Fee structure
Percentage of AUM
Client types
  • HNWI51.61%
  • Corporations / Businesses18.55%
  • Investment Companies17.95%
  • Charitable Organizations6.69%
  • Individuals5.02%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

IMS Capital Management LLC is an SEC-registered institutional RIA organized as an LLC and operating since 1989. The firm bills itself to a mixed client set that includes individuals, families and institutional accounts, and it charges fees as a percentage of assets under management. Its advisory services span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and investor education through newsletters and workshops. The firm does not identify as an active ESG investor and is not presented as a multi-state or related adviser in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 40%, Public Funds/Mutual Funds 23%, Investment Grade Corp Bonds 14%, Cash & Cash Equivalents 11%, US Government Bonds 6%, State & Local Bonds 4%, Non-Exchange Traded Equities 1%, Derivatives 1%40%
  • Exchange Traded Equities40%
  • Public Funds/Mutual Funds23%
  • Investment Grade Corp Bonds14%
  • Cash & Cash Equivalents11%
  • US Government Bonds6%

Owners & executives

1 of 1
  • Carl Marker

    Carl Marker

    Founder & Chief Exceutive OfficerCRD 1886007

Contacts

3 of 8
  • Daniel Belica

    Daniel Belica

    Managing Director, Investment AdvisoryCRD 502448

  • Douglas Kintzinger

    Douglas Kintzinger

    PrincipalCRD 5852413

  • Christopher Magana

    Christopher Magana

    PresidentCRD 4905686

Unlock 5 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 30

Active vs passive

$38.6M in ETFs

Passive

87%

$33.6M

Active

8%

$5.1M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 1000 GROWTH ETF (IWF)BlackRockPassiveLarge Growth$12.3M26,19831.77%
Unlock additional holdings →

Location

Primary office

Clackamas, OR

Clackamas

Location

Clackamas, OR

Headquartered in Clackamas, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
Clackamas
Address
9200 Se Sunnybrook Blvd
Time zone
PT (UTC-8)
Office locations

Similar firms

True North Retirement Advisors, LLC

RIA

Clackamas, OR

AUM $461MTEAM 7REPS 4

Stangier Wealth Management

RIA

Clackamas, OR

AUM $300MTEAM 4REPS 2

Pinnacle Wealth Advisors

RIA

Clackamas, OR

AUM $550MTEAM 21REPS 17

Summa Global Advisors, LLC

RIA

Clackamas, OR

AUM $144MTEAM 2REPS 2

Strategic Finance Inc.

RIA

Clackamas, OR

AUM $3.7MTEAM 1REPS 1

Optima Capital LLC

RIA

Portland, OR

AUM $380MTEAM 7REPS 6
More RIAs in Clackamas →All Oregon RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth