Investment adviser · CRD 165183
AIM CAPITAL
Investment adviser filing (IA)
THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP
SCOTTSDALE, AZ, United States · Form ADV filed Feb 21, 2026
- Regulatory AUM
- $309M Form ADV · Item 5.F
- Client accounts
- 452 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 134 | $270,379,405 | 87.4% |
| Individuals | 102 | $27,855,453 | 9.0% |
| Charities | 10 | $8,073,827 | 2.6% |
| Retirement plans | Fewer than 5 | $3,002,549 | 1.0% |
Filing source
Form ADV 2055930 · Feb 21, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 21, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly
Principal office
7337 E DOUBLETREE RANCH ROAD, SUITE 195SCOTTSDALE, AZ, 85258, United States
CRD 165183
Filing source
Form ADV 2055930 · Feb 21, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.