SourcingSourcing

INVESTMENT MANAGEMENT CORPORATION

B58
CRD 107246·SEC 801-107457·ROANOKE, VA
AUM
$191.2M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$574K
@ 30% margin
Est. Deal Value
$4.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INVESTMENT MANAGEMENT CORPORATION
CRD
107246
SEC file #
801-107457
EIN
000000000
DBA names
—

Economics

AUM
$191.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$114.6M → $191.2M▲ +67%
Client mix
Individuals Other135
Individuals High Net Worth49
Pension Profit Sharing Plans6
Corporations3

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
2 advisors → 3 advisors▲ +50%
Primary office
ROANOKE VA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
02/26/2026
ADV-W filed at
—
Website
investmentmanagementcorporation.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TINAGLIA, JOHN, GREGORY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
TINAGLIA, JOHN, GREGORY
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Website Staleness Score
0.97
Web Signal Quality
ok
Wayback Last Material Change
2019-06-20T03:07:25.000Z
Wayback Snapshot Count
43
Wayback Snapshots Last 12mo
1
Wayback First Snapshot
2004-01-14T08:04:21.000Z
Wayback Last Snapshot
2025-07-10T01:16:28.000Z
Rdap Domain
INVESTMENTMANAGEMENTCORPORATION.COM
Rdap Domain Creation Date
2000-04-14T12:15:08Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Domain.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001372702
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2006-08-14
Edgar Last Filing Date
2026-02-04
Edgar Form D Count
19
Edgar Form D Offerings
2026-02-042026-02-04 · 0001372702-26-000001
2025-02-252025-02-25 · 0001372702-25-000001
Edgar Former Names
Kestrel Investment Fund, L..P.

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3249
Soi Zip Pct 200k Plus
0.1051
Soi Zip Returns 200k Plus
2080
Soi Zip Total AGI
2,172,868
Fdic Zip Total Deposits
23,365,221,000
Fdic Zip Branch Count
498
Fdic Zip Top Banks
Wells Fargo Bank, National Association
SunTrust Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (31)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Fidelity2
Edgar Addresses
Mailing
411 Borel AvenueSuite 403San Mateo, CA 94402
Business
411 Borel AvenueSuite 403San Mateo, CA 94402
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-02-04 · 0001372702-26-000001
D/A2025-02-25 · 0001372702-25-000001
Fdic Zip Branches Raw
Signet Bank-VirginiaRoanoke, VA
The Bank of FloydRoanoke, VA
Fdic Zip HHI
677.7
Fdic Zip Top Bank Share Pct
16.31
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-14T12:15:08Z
Rdap Domain Last Changed
2026-03-25T07:12:29Z
Rdap Nameservers
Ns1.mydomain.comNs2.mydomain.comNs3.mydomain.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI52,581
Returns4,360
Stub 2
AGI146,346
Returns3,960
Stub 3
AGI180,308
Returns2,920
Soi Zip Total Business Income
49,798
Soi Zip Total Cap Gains
200,761
Soi Zip Total Dividends
75,699
Soi Zip Total Returns
19,790
Top Owner CRD
800980
Trust Company Affiliate
No
Wayback Avg Days Between Changes
512.3
Wayback Closest Snapshot Ts
2025-07-10T01:16:28.000Z
Wayback Closest Snapshot Url
http://web.archive.org/web/20250710011628/http://investmentmanagementcorporation.com/
Wayback Distinct Digest Count
12

People (3)

3
TINAGLIA, JOHN, GREGORY
IAR · Direct Owner · 87.5%
800980
KEVIN WILLIAM WARMAN
IAR
5928763
Denise L Heimel
IAR
4863466