Investment Capital Management, Inc.

Overview

Investment Capital Management, Inc. is a small, privately owned corporate RIA that serves individual and family clients with portfolio management geared toward individuals and small businesses. It operates as a non-independent retail adviser, meaning it likely maintains product and distribution relationships rather than operating on a fully open-architecture fiduciary model. Compensation is a mix of AUM-based fees and hourly charges. The firm is not positioned as an ESG investor, does not identify as a multi-state adviser, and does not provide pension consulting services. It lists affiliations with a broker-dealer and an insurance company, indicating access to brokerage and insurance products for client use.

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Investments & Alternatives

Location & Offices