# Investment Management Trust, LLC

> Investment Management Trust, LLC is an SEC-registered investment advisory firm in Fitchburg, MA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 129456
- Filed as: INVESTMENT MANAGEMENT TRUST, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fitchburg, MA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/129456
- AdvisorCensus page: https://advisorcensus.com/firm/investment-management-trust-llc-fitchburg-ma-129456

## Quick answers

**How is Investment Management Trust, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Investment Management Trust, LLC reports these compensation arrangements: a percentage of assets under its management.

**What does Investment Management Trust, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated February 6, 2026 states: Up to $100,000: 1.25% a year; $100,000 to $200,000: 1% a year; $200,000 to $300,000: 0.825% a year; $300,000 to $400,000: 0.75% a year; $400,000 to $500,000: 0.625% a year; $500,000 to $600,000: 0.5% a year; Above $600,000: 0.375% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Investment Management Trust, LLC located?**
Investment Management Trust, LLC's principal office is in Fitchburg, MA, according to its Form ADV.

**Is Investment Management Trust, LLC registered with the SEC or a state?**
Investment Management Trust, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 129456.

**How much does Investment Management Trust, LLC manage?**
Investment Management Trust, LLC reports $123,450,001 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Investment Management Trust, LLC's assets and staff changed since 2025?**
In the Form ADV data for Investment Management Trust, LLC: Regulatory assets under management: $106,576,181 in the October 2025 data and $123,450,001 in the October 2026 data, up 16%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Investment Management Trust, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (105); high net worth individuals (42).

**Which custodians does Investment Management Trust, LLC use?**
Investment Management Trust, LLC's 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 Trust, LLC 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/129456

**Does Investment Management Trust, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 6, 2026 says: "The Advisor generally requires a minimum relationship size of $50,000 to effectively implement its investment process."

**What changed in Investment Management Trust, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $106,576,181 to $123,450,001 (+16%).

## 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 6, 2026)

- Up to $100,000: 1.25% a year
- $100,000 to $200,000: 1% a year
- $200,000 to $300,000: 0.825% a year
- $300,000 to $400,000: 0.75% a year
- $400,000 to $500,000: 0.625% a year
- $500,000 to $600,000: 0.5% a year
- Above $600,000: 0.375% a year

> Wealth management fees are based on the following schedule: Assets Under Management ($) Annual Rate (%) First $100,000 1.25% Next $100,000 to (Up to $200,000) 1.00% Next $100,000 to (Up to $300,000) 0.825%

> Next $100,000 to (Up to $400,000) 0.75% Next $100,000 to (Up to $500,000) 0.625% Next $100,000 to (Up to $600,000) 0.50% Over $600,000 0.375%

- Account minimum: $50,000

> The Advisor generally requires a minimum relationship size of $50,000 to effectively implement its investment process.

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: $123,450,001
- Discretionary: $123,450,001
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 105 | $33,225,812 |
| High net worth individuals | 42 | $90,224,189 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- 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 2025 | $106,576,181 | 1 | March 12, 2025 |
| October 2026 | $123,450,001 | 1 | March 25, 2026 |

Regulatory assets under management: $106,576,181 in the October 2025 data and $123,450,001 in the October 2026 data, up 16%.
Total employees: 1 in October 2025 and 1 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $106,576,181 to $123,450,001 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Investment Management Trust, LLC (CRD 129456): Form ADV filing data as of October 2026.