Investment Capital Management, Inc.

Overview

Investment Capital Management, Inc. is a small, privately owned corporation that provides portfolio management primarily for individuals, families and small businesses. The firm charges a percentage of assets under management and can also bill hourly for certain services. It identifies its client base as individual and family clients rather than institutional mandates, and it does not position itself as a capital allocator or pension consultant. The adviser reports affiliations with a broker-dealer and an insurance company, which can shape product access and distribution (especially for annuity solutions). The firm is not an active ESG investor and is not identified as a multi-state adviser. Advisory activity centers on direct portfolio management rather than broader family-office services or related-adviser networks.

Assets & Accounts

Investments & Alternatives