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| IMS Capital Management LLC
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|---|---|
| CRD # | 105939 |
| SEC # | 801-33939 |
| CIK # | 0001343916 |
| AUM | $380.9 M (2026-03-31) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 503-788-4200 |
| Address | 9200 SE Sunnybrook Boulevard Clackamas, OR 97015 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001343916 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.8 | ||
| Amazon Com Inc | 10.3 | ||
| Microsoft Corp | 10.2 | ||
| Nvidia Corp | 10.2 | ||
| Alphabet Inc | 8.2 | ||
| Facebook Inc | 6.3 | ||
| Wells Fargo & Co/MN | 4.0 | ||
| Costco Wholesale Corp /NEW | 3.6 | ||
| Visa Inc | 3.5 | ||
| Broadcom Inc | 3.5 | ||
| Alphabet Inc | 3.2 | ||
| Jeld-Wen Holding Inc | 3.1 | ||
| J P Morgan Chase & Co | 2.9 | ||
| Automatic Data Processing Inc | 2.8 | ||
| Starbucks Corp | 2.6 | ||
| UnitedHealth Group Inc | 2.5 | ||
| NVR Inc | 2.3 | ||
| Home Depot Inc | 2.3 | ||
| Johnson & Johnson | 2.2 | ||
| Verizon Communications Inc | 2.2 | ||
| Dutch Bros Inc | 2.2 | ||
| Bank of America Corp /DE/ | 2.2 | ||
| Caterpillar Inc | 2.1 | ||
| Paychex Inc | 2.1 | ||
| Moodys Corp /DE/ | 2.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 202 | 19.1 |
| (b) Individuals (high net worth individuals) | 62 | 196.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 68.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.7 |
| (h) Charitable organizations | 16 | 25.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 70.7 |
| (n) Other | 0 | 0.0 |
| Total | 556 | 380.9 |
| By Discretionary | ||
| Discretionary | 499 | 370.5 |
| Non-Discretionary | 57 | 10.4 |
| Total | 556 | 380.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 380.9 | |
| Total | 556 | 380.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001343916] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealth Management Resources Inc
✚
|
RI | 0.4 |
|
Vista Investment Partners II LLC
✚
|
IN | 0.4 |
|
The Strategic Financial Alliance Inc
✚
|
GA | 0.4 |
|
Wolff Wiese Magana LLC
✚
|
CA | 0.4 |
|
Pecaut & Co
✚
|
IA | 0.4 |
|
Suncoast Capital Management
✚
|
LA | 0.4 |
|
Darden Wealth Group Inc
✚
|
MI | 0.4 |
|
Keystone Financial Services
✚
|
CO | 0.4 |
|
Fairhaven Financial Advisory Corporation
✚
|
MI | 0.4 |
|
Yeomans Consulting Group Inc
✚
|
GA | 0.4 |