Investment Capital Management, Inc.

Overview

Investment Capital Management, Inc. is an individually owned, non-independent retail registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-assets basis and also offers hourly billing for select services. Its client base is retail/individual and family accounts rather than institutions. The adviser does not position itself as a multi-state or pension consultant, and it does not operate as a capital allocator or related adviser. It is not flagged as an active ESG investor. Industry relationships include a broker‑dealer and an insurance company, which aligns with the firm’s use of insurance products alongside traditional investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices