{
  "crd_number": 122718,
  "slug": "investment-management-consultants-las-vegas-nv-122718",
  "primary_business_name": "INVESTMENT MANAGEMENT CONSULTANTS",
  "legal_name": "INVESTMENT MANAGEMENT CONSULTANTS",
  "dbas": [],
  "city": "Las Vegas",
  "state": "NV",
  "country": "United States",
  "cbsa_code": "29820",
  "metro": {
    "cbsa_code": "29820",
    "common_name": "Las Vegas",
    "msa_name": "Las Vegas-Henderson-North Las Vegas, NV",
    "path": "/advisors/nv/las-vegas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-09-24",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-04-01",
  "carried_forward": false,
  "raum_total": 440271870.0,
  "raum_discretionary": 141628780.0,
  "raum_non_discretionary": 298643090.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 295720593.0,
      "count": 4,
      "description": "401(K)/403(B)",
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 38549592.0,
      "count": 147
    },
    "pension_profit_sharing": {
      "raum": 2922497.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 103079188.0,
      "count": 33
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "pension_consulting",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NV"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/122718",
  "city_as_filed": "LAS VEGAS",
  "url": "https://advisorcensus.com/firm/investment-management-consultants-las-vegas-nv-122718",
  "display_name": "Investment Management Consultants",
  "summary": "Investment Management Consultants is an SEC-registered investment advisory firm in Las Vegas, NV, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.",
  "citation": "AdvisorCensus. Investment Management Consultants (CRD 122718): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Pension consulting services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Investment Management Consultants compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Investment Management Consultants reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Investment Management Consultants charge?",
      "a": "Its Form ADV Part 2A brochure dated April 1, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Investment Management Consultants located?",
      "a": "Investment Management Consultants' principal office is in Las Vegas, NV, according to its Form ADV."
    },
    {
      "q": "Is Investment Management Consultants registered with the SEC or a state?",
      "a": "Investment Management Consultants is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 122718."
    },
    {
      "q": "How much does Investment Management Consultants manage?",
      "a": "Investment Management Consultants reports $440,271,870 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (32% discretionary)."
    },
    {
      "q": "How have Investment Management Consultants' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Investment Management Consultants: Regulatory assets under management: $327,829,073 in the October 2021 data and $440,271,870 in the October 2026 data, up 34%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Investment Management Consultants serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (147); high net worth individuals (33); other (4)."
    },
    {
      "q": "Which custodians does Investment Management Consultants use?",
      "a": "Investment Management Consultants' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Investment Management Consultants report any disciplinary disclosures?",
      "a": "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/122718"
    },
    {
      "q": "Does Investment Management Consultants state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 1, 2026 says: \"In general, IMC requires a minimum account balance of $100,000, however, at our discretion, we may take on clients with lower balances.\""
    },
    {
      "q": "What changed in Investment Management Consultants' recent Form ADV filings?",
      "a": "In the May 2026 filing data: Regulatory assets under management went from $381,615,693 to $440,271,870 (+15%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 327829073.0,
      "total_employees": 2,
      "filing_date": "2021-08-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 339607439.0,
      "total_employees": 2,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 275485323.0,
      "total_employees": 2,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 328752136.0,
      "total_employees": 2,
      "filing_date": "2024-03-31"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 381615693.0,
      "total_employees": 2,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 440271870.0,
      "total_employees": 2,
      "filing_date": "2026-04-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Regulatory assets under management went from $381,615,693 to $440,271,870 (+15%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 1, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1% of assets a year",
    "account_minimum": "$100,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": "$250",
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Percentage of assets under management (“AUM”) Fee: IMC charges a maximum annual fee of 1.00% calculated at the end of each quarter."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "In general, IMC requires a minimum account balance of $100,000, however, at our discretion, we may take on clients with lower balances."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $250"
        ],
        "quotes": [
          "Flat Fee: fees are determined on a client to client basis with a minimum annual fee of $250."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.0,
      "account_minimum": 100000.0,
      "minimum_annual_fee": 250.0,
      "planning": []
    },
    "quotes": [
      "Percentage of assets under management (“AUM”) Fee: IMC charges a maximum annual fee of 1.00% calculated at the end of each quarter.",
      "In general, IMC requires a minimum account balance of $100,000, however, at our discretion, we may take on clients with lower balances.",
      "Flat Fee: fees are determined on a client to client basis with a minimum annual fee of $250."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/investment-management-consultants-las-vegas-nv-122718.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 147,
      "fewer_than_5": false,
      "raum": 38549592.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 33,
      "fewer_than_5": false,
      "raum": 103079188.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 2922497.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 4,
      "fewer_than_5": true,
      "raum": 295720593.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/122718",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}