Aim Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$298,234,858
Clients
236
Advisors
2
of 2 employees
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
Expertise
Occupation focus
Fee options
$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%
$300 per hour
Main office
7337 E Doubletree Ranch Road, Suite 195
Scottsdale AZ 85258
Advisors at this office
2
Most active in
Arizona · California · New Hampshire · Texas
Also doing business as
Aim Capital · The American Institute For Advanced Investment Management, Llp
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.
Advisors at this firm
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.
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.
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