AIM Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
AIM Advisors provides discretionary portfolio management, non‑management investment advice, financial planning, and retirement plan services to individuals, families, businesses, and retirement plans. The firm’s Form ADV reports approximately $158.2 million in assets under management and indicates services are tailored to each client through an initial assessment and written engagement agreement.
The firm implements globally diversified portfolios guided by modern portfolio theory, primarily using mutual funds and exchange‑traded funds along with fundamental analysis and market/economic cycle considerations; while generally favoring longer‑term holdings, AIM may employ shorter‑term trading, options, margin, and outside managers when appropriate. AIM accepts discretionary authority for many accounts, conducts periodic reviews and reporting, and documents client risk profiles and any investment restrictions before implementing strategies.
AIM’s public disclosures and marketing approach include elements that are uncommon among peers — its materials reference endorsements, client testimonials, and third‑party ratings in addition to the brochure and website listed on the Form ADV — which may supplement the firm’s written disclosures. The brochure also discloses that some associated persons engage in other industry roles (registered representatives of a broker‑dealer and licensed insurance agents), and the firm operates with a small staff relative to its assets under management, a combination that clients may consider when evaluating potential conflicts and oversight.
Client services
Expertise
Fee options
Financial planning services may be charged fixed fees based on complexity and level of service, negotiated case by case
$0 - $250,000: 1.50% $250,000 - $2,000,000: 1.25% $2,000,000 - $5,000,000: 1.00% Over $5,000,000+: 0.75%
Associated persons acting as registered representatives may receive commissions for securities transactions and 12b-1 fees from investment companies (not for managed accounts)
Financial planning services may be charged hourly based on complexity, negotiated case by case
Fee-only: Investment advisory services fees generally range from 0.25% to 1.00% depending on complexity; Financial planning fees charged as fixed fees or hourly rates, negotiated case by case; Retirement plan services fees fixed or asset based, not to exceed 1.50%, negotiable
Main office
421 N. Harrington Street, Suite 630
Raleigh NC 27603
Advisors at this office
3
Most active in
New York · North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Nina S
Series 66
Raleigh, NC
AIM Advisors, LLC
Nina Stibbs is a financial advisor at AIM Advisors, LLC in Raleigh, NC, with 18 years of industry experience. She holds the Series 66 designation and has previously worked at Triad Advisors, Inc. and Arkadios Capital. Outside of investment advising, she is involved in recommending and selling fixed insurance products including life, annuity, disability, and health insurance policies. AIM Advisors, LLC serves individuals, families, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan services. The firm employs a globally diversified investment approach based on modern portfolio theory, primarily utilizing mutual funds, ETFs, and other asset classes tailored to client objectives and risk tolerances.
Matthew A
Series 63, Series 66
Raleigh, NC
AIM Advisors, LLC
Matthew Archer is a financial advisor with AIM Advisors, LLC in Raleigh, NC, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His career includes roles at Triad Advisors, Inc. and Arkadios Capital. Outside of his advisory work, he is involved as an independent agent with The Cason Group, which focuses on life insurance and long-term care products. AIM Advisors, LLC serves individuals, families, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and retirement plan services. The firm employs a globally diversified investment approach based on modern portfolio theory, utilizing mutual funds, ETFs, stocks, bonds, and alternative investments tailored to client objectives and risk tolerances.
Emily B
Series 66
Raleigh, NC
AIM Advisors, LLC
Emily Burgess is a financial advisor at AIM Advisors, LLC in Raleigh, NC, holding a Series 66 designation. She has experience working at Campbell University and Arkadios Capital, as well as being self-employed and employed in other roles prior to joining AIM Advisors. AIM Advisors serves individuals, families, businesses, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan services. The firm manages approximately $138 million across about 163 client relationships, employing an investment approach based on modern portfolio theory with a focus on global diversification.
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