# 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.

- CRD: 140361
- Filed as: INTERNATIONAL MANAGEMENT ADVISORS LTD.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/140361
- AdvisorCensus page: https://advisorcensus.com/firm/international-management-advisors-ltd-140361

## Quick answers

**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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Asset-based fee: 1% of assets a year

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Huntington National Bank
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $109,484,003
- Discretionary: $109,484,003
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 9 | $109,484,003 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2006 (20 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $149,413,817 | 2 | March 28, 2021 |
| October 2022 | $139,028,362 | 2 | March 29, 2022 |
| October 2023 | $109,949,017 | 2 | March 30, 2023 |
| October 2024 | $107,332,921 | 1 | March 12, 2024 |
| October 2025 | $103,361,595 | 1 | March 21, 2025 |
| October 2026 | $109,484,003 | 1 | March 26, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. International Management Advisors Ltd. (CRD 140361): Form ADV filing data as of October 2026.