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INSTITUTIONAL CAPITAL MANAGEMENT, INC.

CRD 108986File 801-57036
APPROVED
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$605.0M
Above cohort median (national)
Discretionary AUM
$38.0M
Non-discretionary $567.0M
Clients
10
10 accounts
Employees
2

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
CHRO
Registration date
Dec 3, 1999
Principal office
Not reported
Phone
303-579-9595

Assets & accounts

ADV Item 5F
Total regulatory AUM
$605.0M
Discretionary AUM
$38.0M
Non-discretionary AUM
$567.0M
Discretionary accounts
2
Non-discretionary accounts
8
Total accounts
10
AUM per client
$60.5M

Clients by type

ADV Item 5D
Client typeClientsAUM
State or municipal government entities10$605.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.