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| Institutional Capital Management Inc
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|---|---|
| CRD # | 108986 |
| SEC # | 801-57036 |
| CIK # | 0000050672 |
| AUM | 605.0 M (2026-03-27) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 303-579-9595 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.3 | ||
| Abbott Laboratories | 0.3 | ||
| Honeywell International Inc | 0.3 | ||
| Wells Fargo & Co/MN | 0.3 | ||
| Alphabet Inc | 0.3 | ||
| Intercontinentalexchange Group Inc | 0.2 | ||
| Oracle Corp | 0.2 | ||
| Intel Corp | 0.2 | ||
| American Express Co | 0.2 | ||
| Whirlpool Corp /DE/ | 0.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 10 | 605.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 10 | 605.0 |
| By Discretionary | ||
| Discretionary | 2 | 38.0 |
| Non-Discretionary | 8 | 567.0 |
| Total | 10 | 605.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 605.0 | |
| Total | 10 | 605.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000050672] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional |
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|---|---|---|
|
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|
Wheeler Retirement Plans LLC
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|
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|
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|
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|
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IL | 597.9 M |
|
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|
Jade Mountain Partners LLC
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|
ARX Management LLC
✚
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CA | 586.5 M |