← Directory
IMS CAPITAL MANAGEMENT
Legal name: IMS CAPITAL MANAGEMENT LLC
CRD 105939File 801-33939
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 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
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
- No
- Firm Custody Clients
- No
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.