Investment Management Services Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Investment Management Services Group, LLC provides discretionary portfolio management primarily to individual clients, including both high‑net‑worth and non‑HNW households. The firm operates with a small advisory team (three advisors), serving about 101 clients and managing roughly $9.6 million in client assets.
The firm’s investment process blends fundamental, technical and cyclical analysis to construct diversified, equity‑focused portfolios for income, muni‑income, and growth/income objectives, and may use ETFs, closed‑end funds, REITs, preferred shares, mortgage REITs and municipal bonds. Portfolios are managed on a discretionary, asset‑based fee basis with regular reviews, position stop‑loss rules (rolling stops typically around 25%), and custody/execution handled through a recommended broker‑dealer relationship.
A notable feature is the firm’s affiliation with an insurance agency: several management personnel are licensed to sell life, health and annuity products, and a firm principal devotes a substantial portion of their time to the agency, creating potential referral and commission conflicts of interest the brochure discloses. The firm also disclosed a prior state regulator settlement addressing supervisory and designation‑related recordkeeping deficiencies, which was resolved without admission of wrongdoing.
Client services
Expertise
Fee options
$0 - $49,999: 1.50% $50,000 - $999,999: 1.25% $1,000,000+: 1.00%
Main office
4800 Dairy Road, Suite 101
Melbourne FL 32904
Advisors at this office
3
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
Advisors at this firm
Julie D
Series 65
Melbourne, FL
Investment Management Services Group, LLC
Julie Decker is a financial advisor at Investment Management Services Group, LLC with 18 years of industry experience. She holds a Series 65 designation and has been with Investment Management Services Group since 2007. In addition to her advisory role, she serves as president of an insurance agency. Investment Management Services Group, LLC provides discretionary portfolio management primarily to individual clients, including both high-net-worth and non-high-net-worth households, using a blend of fundamental, technical, and cyclical analysis to construct diversified, equity-focused portfolios.
Christopher D
Series 65
Melbourne, FL
Investment Management Services Group, LLC
Christopher Decker is a financial advisor at Investment Management Services Group, LLC with one year of industry experience. He holds a Series 65 designation and has worked at IMS Partners, Inc. since 2012. Investment Management Services Group, LLC provides discretionary portfolio management primarily to individual clients, including both high-net-worth and non-HNW households. The firm uses a combination of fundamental, technical, and cyclical analysis to build diversified, equity-focused portfolios tailored to income and growth objectives.
Paul M
Series 63, Series 65, Series 66
Melbourne, FL
Investment Management Services Group, LLC
Paul McCarthy III is a financial advisor with Investment Management Services Group, LLC in Melbourne, FL, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. He has been with Investment Management Services Group since 2011 and is also a vice president and insurance agent at IMS Partners, Inc., where he manages an insurance agency and sells insurance-related products. Investment Management Services Group, LLC provides discretionary portfolio management primarily to individual clients, including both high-net-worth and non-HNW households, using a blend of fundamental, technical, and cyclical analysis to build diversified, equity-focused portfolios.
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