SourcingSourcing

AIM ADVISORS, LLC

B52
CRD 325125·SEC 801-127447·RALEIGH, NC
AUM
$158.2M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$475K
@ 30% margin
Est. Deal Value
$3.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AIM ADVISORS, LLC
CRD
325125
SEC file #
801-127447
EIN
—
DBA names
—

Economics

AUM
$158.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$138.2M → $158.2M▲ +14%
Client mix
Individuals Other130
Individuals High Net Worth56

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
2 advisors → 3 advisors▲ +50%
Primary office
RALEIGH NC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
01/30/2026
ADV-W filed at
—
Website
twitter.com/aimadvisorsnc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ARCHER, MATTHEW, SCOTT
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ARCHER, MATTHEW, SCOTT
STIBBS, NINA, MOORE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
fallback_guess:aim.com

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 (9)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4126987
Trust Company Affiliate
No

People (3)

3
STIBBS, NINA, MOORE
IAR · Direct Owner · 62.5%
5143162
ARCHER, MATTHEW, SCOTT
IAR · Direct Owner · 62.5%
4126987
Emily Adair Burgess
IAR
7795273