# Investment Management Corporation > Investment Management Corporation is an SEC-registered investment advisory firm in Roanoke, VA, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 26, 2026. - CRD: 107246 - Filed as: INVESTMENT MANAGEMENT CORPORATION - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Roanoke, VA - Filing period: October 2026 - Form ADV filing dated: February 26, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107246 - AdvisorCensus page: https://advisorcensus.com/firm/investment-management-corporation-roanoke-va-107246 ## Quick answers **How is Investment Management Corporation compensated?** On its Form ADV (Item 5.E, October 2026), Investment Management Corporation reports these compensation arrangements: a percentage of assets under its management. **Where is Investment Management Corporation located?** Investment Management Corporation's principal office is in Roanoke, VA, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F). **Is Investment Management Corporation registered with the SEC or a state?** Investment Management Corporation is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 107246. **How much does Investment Management Corporation manage?** Investment Management Corporation reports $191,179,778 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (100% discretionary). **How have Investment Management Corporation's assets and staff changed since 2021?** In the Form ADV data for Investment Management Corporation: Regulatory assets under management: $132,882,886 in the October 2021 data and $191,179,778 in the October 2026 data, up 44%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does Investment Management Corporation serve?** By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (135); high net worth individuals (49); pension and profit sharing plans (but not the plan participants or government pension plans) (6). **Which custodians does Investment Management Corporation use?** Investment Management Corporation's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets. **Does Investment Management Corporation 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/107246 **Does Investment Management Corporation state an account minimum?** Its Form ADV Part 2A brochure dated February 26, 2026 says: "We require a minimum of $100,000 in managed accounts to be retained under our investment management agreement." **What changed in Investment Management Corporation's recent Form ADV filings?** In the March 2026 filing data: Regulatory assets under management went from $169,572,084 to $191,179,778 (+13%). ## 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 February 26, 2026) - Account minimum: $100,000 > We require a minimum of $100,000 in managed accounts to be retained under our investment management agreement. - Minimum annual fee: $1,250 > Minimum annual advisory fee is $1,250. As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - 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: $191,179,778 - Discretionary: $191,179,778 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 135 | $34,830,617 | | High net worth individuals | 49 | $147,653,345 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $8,650,349 | | Corporations or other businesses not listed above | 3 | $45,467 | ### Advisory services (Item 5.G) - Portfolio management for individuals and/or small businesses - Portfolio management for businesses (other than small businesses) or institutional clients ### Firm details - Registered since: 2016 (10 years) - Employees: 6 total, 3 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: NC, SC, VA - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Other offices (Schedule D, Section 1.F), as of the March 2026 filing - Mt Pleasant, SC ### Websites listed on Form ADV (Item 1.I) - investmentmanagementcorp.com - investmentmanagementcorporation.com ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $132,882,886 | 6 | March 31, 2021 | | October 2022 | $131,578,150 | 6 | March 24, 2022 | | October 2023 | $142,516,569 | 6 | August 21, 2023 | | October 2024 | $148,978,728 | 7 | March 22, 2024 | | October 2025 | $169,572,084 | 6 | March 27, 2025 | | October 2026 | $191,179,778 | 6 | February 26, 2026 | Regulatory assets under management: $132,882,886 in the October 2021 data and $191,179,778 in the October 2026 data, up 44%. Total employees: 6 in October 2021 and 6 in October 2026. ## Changes in the filing (last 12 months) ### March 2026 - Regulatory assets under management went from $169,572,084 to $191,179,778 (+13%). ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Investment Management Corporation (CRD 107246): Form ADV filing data as of October 2026.