# Investment Management Consultants

> 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.

- CRD: 122718
- Filed as: INVESTMENT MANAGEMENT CONSULTANTS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Las Vegas, NV
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/122718
- AdvisorCensus page: https://advisorcensus.com/firm/investment-management-consultants-las-vegas-nv-122718

## Quick answers

**How is Investment Management Consultants compensated?**
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).

**What does Investment Management Consultants' brochure say about its fees?**
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.

**Where is Investment Management Consultants located?**
Investment Management Consultants' principal office is in Las Vegas, NV, according to its Form ADV.

**Is Investment Management Consultants registered with the SEC or a state?**
Investment Management Consultants is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 122718.

**How much does Investment Management Consultants manage?**
Investment Management Consultants reports $440,271,870 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (32% discretionary).

**How have Investment Management Consultants' assets and staff changed since 2021?**
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.

**What types of clients does Investment Management Consultants serve?**
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).

**Which custodians does Investment Management Consultants use?**
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.

**Does Investment Management Consultants 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/122718

**Does Investment Management Consultants state an account minimum?**
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."

**What changed in Investment Management Consultants' recent Form ADV filings?**
In the May 2026 filing data: Regulatory assets under management went from $381,615,693 to $440,271,870 (+15%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 1, 2026)

- Asset-based fee: up to 1% of assets a year (the maximum the brochure states)

> Percentage of assets under management (“AUM”) Fee: IMC charges a maximum annual fee of 1.00% calculated at the end of each quarter.

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> In general, IMC requires a minimum account balance of $100,000, however, at our discretion, we may take on clients with lower balances.

- Minimum annual fee: $250

> Flat Fee: fees are determined on a client to client basis with a minimum annual fee of $250.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $440,271,870
- Discretionary: $141,628,780
- Non-discretionary: $298,643,090

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 147 | $38,549,592 |
| High net worth individuals | 33 | $103,079,188 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $2,922,497 |
| Other | 4 | $295,720,593 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NV
- 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 | $327,829,073 | 2 | August 26, 2021 |
| October 2022 | $339,607,439 | 2 | March 31, 2022 |
| October 2023 | $275,485,323 | 2 | March 29, 2023 |
| October 2024 | $328,752,136 | 2 | March 31, 2024 |
| October 2025 | $381,615,693 | 2 | March 31, 2025 |
| October 2026 | $440,271,870 | 2 | April 1, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $381,615,693 to $440,271,870 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Investment Management Consultants (CRD 122718): Form ADV filing data as of October 2026.