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AIM Capital

AIM Capital. CRD 165183

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CRD: 165183

AIM Capital

Scottsdale, AZ, 85258
4803461556
www.aimcapaz.com
$309.3M Total AUM
$278.3M Disc. AUM
11.4% 3Y CAGR
2 Employees
246 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · LPL Financial · TD Ameritrade
Clients
Retail and Institutional
Platforms
Ridge quantumEmber beacon
Established Date
10-04-2012
Office Locations
1

Office Locations

7337 E Doubletree Ranch Road Suite 195 Scottsdale AZ

About AIM Capital

AIM Capital is a Scottsdale, AZ wealth advisory firm providing process-driven investment management and financial planning, focused on helping clients navigate life transitions and retirement (accumulation, income/cash-flow, and wealth protection). Portfolios emphasize diversified public funds, including ETFs and mutual funds, using a risk-managed, unemotional methodology tailored to client goals. Offers estate and tax planning and insurance guidance.

Team overview

-- AVG AGE
$154.7M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
13.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age

Insights

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Asset Classes

Beacon prime Unison fusion Frontier insight

Client Personas

Summit

Custodian

Matrix legacy Oak fusion Pioneer radial Value Catalyst alpha Wave Insight wave Meridian Quantum

Investment Themes

Signal Catalyst horizon Horizon

Investment Vehicles

Atlas Radial

Services

Glacier peak Summit Harbor vertex Catalyst Delta harbor Delta Glacier Timber Wave unison

Technology

Meridian focus Atlas

Owner & Executives

WILLIAM FLOYD HILL

WILLIAM FLOYD HILL

MANAGING GENERAL PARTNER, Owner

CRD
#2399670
Ownership
Less than 5%
(930) 598-5839
oak.ember@wavecapital.com
in linkedin.com/in/element-insight
PHILIP LEE NAGEL

PHILIP LEE NAGEL

Chief Compliance Officer, MANAGING GENERAL PARTNER

CRD
#1827270
Ownership
Less than 5%
(596) 383-4251
optima.vertex@signalcapital.com
in linkedin.com/in/foundation-north

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-10-2022
03-03-2023
03-15-2024
02-26-2025
02-21-2026
Category Assets AVG. Account size
Discretionary $278,266,564 $647,132
Non-Discretionary $31,044,670 $1,411,121
Total $309,311,234 $684,317

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Separately Managed Accounts

Total SMA Asset: $309,311,234

$309.3M Total SMA
Public Funds:
7.7%
Equity - Exchange:
21.6%
Cash:
13.2%
Corporate - Investment Grade:
18.0%
Other:
5.8%
Municipal Bonds:
18.0%
U.S. Government/Agency:
15.7%
Asset class Assets Assets %
Public Funds $110,948,627 7.7%
Equity - Exchange $311,232,512 21.6%
Cash $190,197,646 13.2%
Corporate - Investment Grade $259,360,427 18.0%
Other $83,571,693 5.8%
Municipal Bonds $259,360,427 18.0%
U.S. Government/Agency $226,219,927 15.7%
Total $1,440,891,259 100.0%

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