A complete list of active advisors currently associated with Aim Capital

Warmer can help you find a great advisor at Aim Capital or one who fits your needs even better.

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.

To learn more about the advisors currently working at Aim Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.