← Directory
TOTAL INVESTMENT MANAGEMENT, INC.
CRD 108818File 801-69759
APPROVED
Retail clients
Custody
Filing as of Mar 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.35B
Above cohort median (national)
Discretionary AUM
$1.26B
Non-discretionary $97.0M
Clients
1,186
2,079 accounts
Employees
12
Top 25% of cohort in AZ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Dec 5, 2008
- Principal office
- 9383 EAST BAHIA DRIVE, SUITE 120, SCOTTSDALE, AZ, 85260
- Phone
- 480-998-5735
- Website
- HTTP://WWW.TIMGT.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.35B
- Discretionary AUM
- $1.26B
- Non-discretionary AUM
- $97.0M
- Discretionary accounts
- 1,935
- Non-discretionary accounts
- 144
- Total accounts
- 2,079
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $527K |
| High net worth individuals | 406 | $875.6M |
| Individuals (other than high net worth individuals) | 778 | $476.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 12 | increased by2 |
| Apr 1, 2026 | Clients | 1,340 | 1,186 | decreased by154 |
| Apr 1, 2026 | AUM | $1,282,436,377 | $1,352,142,086 | increased by$69,705,709 |
| Apr 1, 2026 | Accounts | 2,228 | 2,079 | decreased by149 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,715 | 1,340 | decreased by375 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,304,224,594 | $1,282,436,377 | decreased by$21,788,217 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,408 | 2,228 | decreased by180 |
| Apr 1, 2022 | Clients | 1,633 | 1,715 | increased by82 |
| Apr 1, 2022 | AUM | $1,226,179,421 | $1,304,224,594 | increased by$78,045,173 |
| Apr 1, 2022 | Accounts | 2,244 | 2,408 | increased by164 |
| 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 “TOTAL INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TOTAL INVESTMENT” 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.