SourcingSourcing

IMC ADVISORS, LLC

C36
CRD 111537·SEC 801-61509·COLUMBUS, IN
AUM
$540.0M
$500M-$1B
Est. Revenue
$5.4M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$13.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
IMC ADVISORS, LLC
CRD
111537
SEC file #
801-61509
EIN
—
DBA names
—

Economics

AUM
$540.0M
AUM band
$500M-$1B
AUM trajectory
'20'26
$308.2M → $540.0M▲ +75%
Client mix
Individuals High Net Worth85
Individuals Other17

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
COLUMBUS IN
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
imcadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MICHAEL, DONALD, LOUIS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MICHAEL, DONALD, LOUIS
LITTRELL, JODY, ALLEN
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

Web Signal Quality
ok
Rdap Domain
IMCADVISORS.COM
Rdap Domain Creation Date
2003-11-12T16:50:53Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
Fidelity4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-11-12T16:50:53Z
Rdap Domain Last Changed
2023-09-13T07:07:46Z
Rdap Nameservers
Ns41.worldnic.comNs42.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4571480
Trust Company Affiliate
No

People (3)

3
MICHAEL, DONALD, LOUIS
IAR · Direct Owner · 87.5%
4571480
LITTRELL, JODY, ALLEN
IAR · Executive Officer · 2.5%
6300524
SUPING PAN
IAR
5354814