# Investment Growth Management, Inc

> Investment Growth Management, Inc is a state-registered investment advisory firm, registered since 1990, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 135755
- Filed as: INVESTMENT GROWTH MANAGEMENT, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/135755
- AdvisorCensus page: https://advisorcensus.com/firm/investment-growth-management-inc-135755

## Quick answers

**How is Investment Growth Management, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Investment Growth Management, Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Investment Growth Management, Inc registered with the SEC or a state?**
Investment Growth Management, Inc is a state-registered investment advisory firm, registered since 1990. Status as filed: APPROVED. CRD 135755.

**How much does Investment Growth Management, Inc manage?**
Investment Growth Management, Inc reports $54,189,225 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (92% discretionary).

**What types of clients does Investment Growth Management, Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (60); high net worth individuals (19); corporations or other businesses not listed above (6).

**Does Investment Growth Management, Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/135755

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $54,189,225
- Discretionary: $50,106,852
- Non-discretionary: $4,082,373

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 60 | $18,833,066 |
| High net worth individuals | 19 | $30,651,428 |
| Corporations or other businesses not listed above | 6 | $4,704,731 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 1990 (36 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- investmentgrowthmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Investment Growth Management, Inc (CRD 135755): Form ADV filing data as of October 2026.