$540.0M Total AUM
$429.5M Disc. AUM
11.2% 3Y CAGR
5 Employees
102 ADV. Clients
23 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-10-2002
- Office Locations
- 1
Office Locations
540 Plaza Drive, Suite L Columbus IN
About IMC Advisors, LLC
IMC Advisors, LLC is a Columbus, IN-based retail advisory firm providing financial planning, estate planning, insurance, and portfolio construction/asset management, with a stated focus on entrepreneurs. Portfolios are implemented primarily with public funds and ETFs alongside cash and municipal bonds, and the firm custodians primarily with Fidelity/NFS.
Team overview
55 AVG AGE
$180.0M AVG AUM / ADVISOR
$5.3M AVG AUM / CLIENT
18.2 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
23yrs Firm Age
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Asset Classes
Ridge harbor Momentum catalyst Zenith timber
Client Personas
Eagle capital
Investment Themes
Beacon Legacy
Investment Vehicles
Alpha
Services
Glacier north Wave Prime Harbor Signal
Owner & Executives
D
DONALD LOUIS MICHAEL
Chief Executive Officer, President
- CRD
- #4571480
- Ownership
- 75% or more
(731) 443-7234
oak.delta@alphacapital.com
in linkedin.com/in/harbor-bridge
J
JODY ALLEN LITTRELL
Chief Compliance Officer, CHIEF OPERATING OFFICER, SENIOR VICE PRESIDENT, Sr Vice President
- CRD
- #6300524
- Ownership
- Less than 5%
(989) 256-9235
zenith.oak@wavecapital.com
in linkedin.com/in/element-matrix
Showing 2 of 2 owners & executives
Unlock allContacts
S
SUPING PAN
--
- CRD
- #5354814
(567) 726-4249
signal.prime@oakcapital.com
in linkedin.com/in/vital-bridge
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $429,462,556 | $4,825,422 |
| Non-Discretionary | $110,543,200 | $8,503,323 |
| Total | $540,005,756 | $5,294,174 |
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Separately Managed Accounts
Total SMA Asset: $540,005,756
Public Funds:
13.9% Equity - Exchange:
20.5% Cash:
37.9% Municipal Bonds:
27.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $287,794,389 | 13.9% |
| Equity - Exchange | $424,444,963 | 20.5% |
| Cash | $784,705,565 | 37.9% |
| Municipal Bonds | $573,518,315 | 27.7% |
| Total | $2,070,463,232 | 100.0% |