IMS Capital Management LLC

RIASEC RegisteredEst. 1989

Total AUM

$381M

Discretionary

$371M

97% of AUM

Avg account

$685K

Accounts

556

Employees

Advisory reps

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 independent registered investment adviser that has operated since 1989 and serves both individual and institutional clients. The firm charges fees based on a percentage of assets under management and combines financial planning with portfolio management across households, small businesses and institutional entities. Its advisory services extend beyond portfolio construction to pension consulting, periodic publications and educational workshops, indicating a client-facing emphasis on guidance and ongoing investor education. Investment activity shows a clear preference for listed equities and exchange-traded instruments as the core allocation tool. The firm’s public equity exposure is concentrated enough to produce meaningful single-stock positions while using ETFs to layer diversified or tactical exposures. IMS is not positioned as an ESG-specialist and appears to favor traditional equity-oriented strategies supplemented by third-party managers and pooled products where appropriate.