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International Management Advisors Ltd.

SEC-registered investment adviserCRD 140361

Filed as INTERNATIONAL MANAGEMENT ADVISORS LTD.

International Management Advisors Ltd. is an SEC-registered investment advisory firm, registered since 2006, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

20 years
registered since 2006
$109,484,003
assets under management
1 arrangement
Percentage of assets
None
disclosure items (Item 11)

Quick answers

From the filing

How is International Management Advisors Ltd. compensated?

On its Form ADV (Item 5.E, October 2026), International Management Advisors Ltd. reports these compensation arrangements: a percentage of assets under its management.

How much does International Management Advisors Ltd. charge?

Its Form ADV Part 2A brochure dated March 26, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

Is International Management Advisors Ltd. registered with the SEC or a state?

International Management Advisors Ltd. is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 140361.

How much does International Management Advisors Ltd. manage?

International Management Advisors Ltd. reports $109,484,003 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

How have International Management Advisors Ltd.'s assets and staff changed since 2021?

In the Form ADV data for International Management Advisors Ltd.: Regulatory assets under management: $149,413,817 in the October 2021 data and $109,484,003 in the October 2026 data, down 27%. Total employees: 2 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does International Management Advisors Ltd. serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (9).

Which custodians does International Management Advisors Ltd. use?

International Management Advisors Ltd.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Huntington National Bank and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

Does International Management Advisors Ltd. report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/140361

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

Asset-based fee: 1% of assets a year

The brochure's wording
The basic fee schedule for investment management services is based on a percentage of assets under management is generally 1.00%.
Although IMA has established the aforementioned fee schedule, we retain the discretion to negotiate alternative fees on a client-by-client basis.

As stated in the firm's Form ADV Part 2A brochure dated March 26, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$109,484,003

$109,484,003 as of October 2026, filing dated March 26, 2026.

Discretionary: $109,484,003.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
High net worth individuals
Clients 9 Assets $109,484,003 (100%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2006 (20 years)
Employees
Total: 1. Performing investment advisory functions: 1.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
2 states or jurisdictions
OHTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$149M 2021 $139M 2022 $110M 2023 $107M 2024 $103M 2025 $109M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$109,484,0031March 26, 2026
October 2025$103,361,5951March 21, 2025
October 2024$107,332,9211March 12, 2024
October 2023$109,949,0172March 30, 2023
October 2022$139,028,3622March 29, 2022
October 2021$149,413,8172March 28, 2021

Regulatory assets under management: $149,413,817 in the October 2021 data and $109,484,003 in the October 2026 data, down 27%.

Total employees: 2 in October 2021 and 1 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I

Not reported.

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. International Management Advisors Ltd. (CRD 140361): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/international-management-advisors-ltd-140361