Investment Management Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$182,483,962
Clients
184
Advisors
3
of 6 employees
About
Investment Management Corporation provides discretionary portfolio management for individuals, business entities, pension and profit-sharing plans, and trusts, generally requiring a $100,000 account minimum; the firm manages roughly $191 million for about 184 clients. Services focus on investing in individual stocks, bonds, exchange-traded funds, and mutual funds and the firm is compensated solely by advisory fees rather than commissions or other third-party payments.
The firm combines fundamental and technical analysis and updates its market analysis on a weekly basis, offering both variable equity models (with allocations that can range up to 100% equities) and fixed equity models that emphasize individual securities. Clients grant the firm investment discretion so that model or allocation changes are implemented across affected accounts at the firm’s discretion, and trading is managed to avoid excessive turnover.
Operationally, IMC maintains a strict conflict-of-interest policy: employees are prohibited from holding registrations or arrangements with broker-dealers, insurance companies, or other financial intermediaries, and the firm does not accept soft-dollar benefits or compensation from product providers. The firm does not take custody of client assets and declines authority to vote client proxies—custodians send proxy materials directly to clients—while IMC supplements custodian statements with its own quarterly reporting.
Client services
Expertise
Fee options
$100,000 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.10% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.80% annually $5,000,001 - $10,000,000: 0.60% annually $10,000,001+: 0.50% annually
Account minimum: $100,000 Minimum fee: Minimum annual advisory fee of $1,250 Fee-only: Advisory fees only, no commissions or other compensation received
Main office
1940 Electric Road
Roanoke VA 24018
Advisors at this office
3
Most active in
North Carolina · South Carolina · Virginia
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
Denise H
CFP®, Series 66
Roanoke, VA
Investment Management Corporation
Denise Heimel is a CFP® with 16 years of industry experience, currently serving as an advisor at Investment Management Corporation. Her prior experience includes roles at Morgan Stanley Smith Barney LLC, Charles Schwab & Co., Inc., and LPL Financial, LLC. Outside of finance, she has been involved with Orkney Springs Distillery. Investment Management Corporation is an SEC-registered adviser managing approximately $169.6 million across a diverse client base including individuals, trusts, and retirement plans. The firm employs both fundamental and technical analysis in discretionary asset management, focusing on individual stocks, bonds, ETFs, and mutual funds with an emphasis on limiting trading frequency and maintaining independence from third-party compensation and product sponsors.
Kevin W
Series 66
Roanoke, VA
Investment Management Corporation
Kevin Warman is a financial advisor at Investment Management Corporation with 14 years of industry experience. He holds the Series 66 designation and is based in Roanoke, VA. Investment Management Corporation is an SEC-registered adviser that provides discretionary asset management to individuals, trusts, estates, foundations, corporations, and retirement plans. The firm employs a combination of fundamental and technical analysis to manage variable and fixed equity model strategies, investing in individual stocks, bonds, ETFs, and mutual funds.
John T
Series 63
Roanoke, VA
Investment Management Corporation
John Tinaglia is a financial advisor with Investment Management Corporation in Roanoke, VA. He holds a Series 63 designation and has 38 years of industry experience. Investment Management Corporation is an SEC-registered adviser providing discretionary asset management to individuals, trusts, estates, foundations, corporations, and retirement plans. The firm employs both fundamental and technical analysis across variable and fixed equity model strategies, managing approximately $169.6 million as of December 2024.
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