AIM CAPITAL

Legal name: THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP

CRD 165183File 801-77148

APPROVED

Retail clients

Filing as of Feb 21, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$309.3M

Below cohort median (national)

Discretionary AUM

$278.3M

Non-discretionary $31.0M

Clients

246

452 accounts

Employees

Above cohort median in AZ

Identity & registration

ADV Item 1

Organization form: Limited Liability Partnership
Firm type: Registered
SEC region: LARO
Registration date: Oct 4, 2012
Principal office: 7337 E DOUBLETREE RANCH ROAD, SUITE 195, SCOTTSDALE, AZ, 85258
Phone: 480-346-1556
Website: HTTP://WWW.AIMCAPAZ.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $309.3M
Discretionary AUM: $278.3M
Non-discretionary AUM: $31.0M
Discretionary accounts: 430
Non-discretionary accounts: 22
Total accounts: 452
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	10	$8.1M
High net worth individuals	134	$270.4M
Pension and profit sharing plans	Fewer than 5	$3.0M
Individuals (other than high net worth individuals)	102	$27.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
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 11

This 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.