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IMS CAPITAL MANAGEMENT
Legal name: IMS CAPITAL MANAGEMENT LLC
CRD 105939File 801-33939
APPROVED
Retail clients
Custody
Filing as of Aug 19, 2026
Feed vintage Aug 24, 2026
Regulatory AUM
$380.9M
Below cohort median (national)
Discretionary AUM
$370.5M
Non-discretionary $10.4M
Clients
283
556 accounts
Employees
9
Above cohort median in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 23, 1989
- Principal office
- 9200 SE SUNNYBROOK BOULEVARD, SUITE 170, CLACKAMAS, OR, 97015
- Phone
- 503-788-4200
- Website
- HTTP://WWW.IMSFUNDS.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $380.9M
- Discretionary AUM
- $370.5M
- Non-discretionary AUM
- $10.4M
- Discretionary accounts
- 499
- Non-discretionary accounts
- 57
- Total accounts
- 556
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $70.7M |
| Insurance companies | 1 | Not reported |
| Investment companies | 1 | $68.4M |
| Charitable organizations | 16 | $25.5M |
| High net worth individuals | 62 | $196.6M |
| Pension and profit sharing plans | Fewer than 5 | $714K |
| Individuals (other than high net worth individuals) | 202 | $19.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 23, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2026 | Clients | 278 | 283 | increased by5 |
| Apr 1, 2026 | AUM | $406,912,207 | $380,938,794 | decreased by$25,973,413 |
| Apr 1, 2026 | Accounts | 567 | 556 | decreased by11 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 280 | 278 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $390,393,644 | $406,912,207 | increased by$16,518,563 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 530 | 567 | increased by37 |
| Apr 1, 2022 | Clients | 239 | 280 | increased by41 |
| Apr 1, 2022 | AUM | $319,417,043 | $390,393,644 | increased by$70,976,601 |
| Apr 1, 2022 | Accounts | 484 | 530 | increased by46 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “IMS CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“IMS CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.