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Aim Capital

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Client assets under management

$298,234,858

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Clients

236

57% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

118

Very High

Average account size

$1,263,707

About

AIM Capital provides investment advisory services and financial planning to individuals (including high‑net‑worth clients), trusts, estates and business entities. The firm offers ongoing portfolio management as well as modular and one‑time financial planning and consulting, and manages roughly $309 million across about 236 client relationships with a two‑adviser team.

The firm delivers continuous, tailored portfolio supervision and can manage accounts on a discretionary or non‑discretionary basis, using a mix of mutual funds, ETFs, exchange‑listed and fixed‑income securities and, when appropriate, options strategies. AIM Capital states it customizes asset allocations to clients’ objectives and special situations (for example low‑basis stock, stock options or legacy holdings) and conducts regular client reviews.

AIM Capital is the sponsor of a wrap fee program (the AIM Program) offered through LPL Financial’s Strategic Wealth Management platform, a setup that is relatively uncommon for similarly sized supported firms. The advisers are also registered with LPL and licensed to sell insurance products, and the firm discloses that those dual relationships and the required use of LPL’s platform for the wrap program can create potential conflicts of interest that are managed under its compliance policies.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies Income planning Wealth management

Occupation focus

Executive

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Fee options

Percentage

$0 - $500,000: 1.500% $500,001 - $1,000,000: 1.250% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.750% $0 - $500,000: 1.600% $500,001 - $1,000,000: 1.350% $1,000,001 - $5,000,000: 1.10% $5,000,001+: 0.850%

Project-based

$300 per hour

Main office location

Aim Capital

7337 E Doubletree Ranch Road, Suite 195

Scottsdale AZ 85258, United States

Number of offices

1

Most active in

More info

Arizona · California · New Hampshire · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 480-346-1556

Advisors at this firm

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user avatar

Philip N

CFP®, ChFC®, Series 63, Series 66

Scottsdale, AZ

Aim Capital

Philip Nagel is a CFP® and ChFC® with 31 years of experience in the financial services industry. He has been with Aim Capital since 2012 and is also associated with LPL Financial. The firm, Aim Capital, provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, managing approximately $309 million across about 236 client relationships. Aim Capital offers tailored portfolio management using a variety of securities and conducts regular client reviews, operating a wrap fee program through LPL Financial’s Strategic Wealth Management platform.

Options & derivatives strategies Income planning Wealth management Executive
user avatar

William H

CFP®, Series 63

Scottsdale, AZ

Aim Capital

William Hill is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Aim Capital in Scottsdale, AZ. He has been with Aim Capital since 2012 and is also associated with LPL Financial since 2010. Outside of his advisory work, Hill is a business owner in the agriculture sector, managing land that produces hay for livestock. Aim Capital provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, managing approximately $309 million across 236 client relationships. The firm offers tailored portfolio management with discretionary and non-discretionary options, using a variety of securities and strategies, and sponsors a wrap fee program through LPL Financial’s Strategic Wealth Management platform.

Options & derivatives strategies Income planning Wealth management Executive
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