{
  "crd_number": 124512,
  "slug": "aimcdonnaugh-and-co-inc-baldwin-ny-124512",
  "primary_business_name": "AIMCDONNAUGH & CO. INC.",
  "legal_name": "AIMCDONNAUGH & CO. INC.",
  "dbas": [],
  "city": "Baldwin",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2022-03-16",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2025-04-17",
  "carried_forward": false,
  "raum_total": 5900000.0,
  "raum_discretionary": 550000.0,
  "raum_non_discretionary": 5350000.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 3900000.0,
      "count": 45
    },
    "high_net_worth_individuals": {
      "raum": 2000000.0,
      "count": 10
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "FL",
    "NJ",
    "NY"
  ],
  "websites": [
    "https://aimcdonnaugh.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/124512",
  "disclosure_items": [
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "BALDWIN",
  "url": "https://advisorcensus.com/firm/aimcdonnaugh-and-co-inc-baldwin-ny-124512",
  "display_name": "Aimcdonnaugh & Co. Inc.",
  "summary": "Aimcdonnaugh & Co. Inc. is a state-registered investment advisory firm in Baldwin, NY, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 17, 2025.",
  "citation": "AdvisorCensus. Aimcdonnaugh & Co. Inc. (CRD 124512): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Aimcdonnaugh & Co. Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Aimcdonnaugh & Co. Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Aimcdonnaugh & Co. Inc. located?",
      "a": "Aimcdonnaugh & Co. Inc.'s principal office is in Baldwin, NY, according to its Form ADV."
    },
    {
      "q": "Is Aimcdonnaugh & Co. Inc. registered with the SEC or a state?",
      "a": "Aimcdonnaugh & Co. Inc. is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 124512."
    },
    {
      "q": "How much does Aimcdonnaugh & Co. Inc. manage?",
      "a": "Aimcdonnaugh & Co. Inc. reports $5,900,000 in regulatory assets under management in its Form ADV filing dated April 17, 2025 (9% discretionary)."
    },
    {
      "q": "What types of clients does Aimcdonnaugh & Co. Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (45); high net worth individuals (10)."
    },
    {
      "q": "Does Aimcdonnaugh & Co. Inc. report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/124512"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/aimcdonnaugh-and-co-inc-baldwin-ny-124512.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 45,
      "fewer_than_5": false,
      "raum": 3900000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 10,
      "fewer_than_5": false,
      "raum": 2000000.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/124512",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}