IMS CAPITAL MANAGEMENT LLC
C47
CRD 105939·SEC 801-33939·CLACKAMAS, OR
AUM
$380.9M
$100M-$500M
Est. Revenue
$3.8M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$9.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $309.0M
'21 · $310.6M
'22 · $319.4M
'23 · $390.4M
'25 · $406.9M
'26 · $380.9M
'20'26
$309.0M → $380.9M▲ +23%
Client mix
| Individuals Other | 202 |
| Individuals High Net Worth | 62 |
| Charitable Organizations | 16 |
| Investment Companies | 1 |
| Insurance Companies | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 8 advisors
'21 · 6 advisors
'22 · 6 advisors
'23 · 6 advisors
'25 · 6 advisors
'26 · 7 advisors
'20'26
8 advisors → 7 advisors▼ -12%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businesses
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.