$380.9M Total AUM
$370.5M Disc. AUM
3.5% 3Y CAGR
9 Employees
283 ADV. Clients
37 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade · US Bank
- Clients
- Retail and Institutional
- Platforms
- Beacon timberLegacy +more
- Established Date
- 03-13-1989
- Office Locations
- 4
Office Locations
8995 S.e. Otty Road Portland OR
9200 SE Sunnybrook Boulevard Suite 170 Clackamas OR
-- Jacksonville OR
About IMS Capital Management
IMS Capital Management is an independent, fee-only fiduciary RIA serving successful individuals and families, small businesses, and nonprofit organizations. The Portland, Oregon firm provides customized portfolio management and comprehensive financial planning, including nonprofit investment guidance and employer retirement plan support. Portfolios commonly use ETFs, mutual funds, and fixed income allocations; custody relationships include Charles Schwab.
Team overview
55 AVG AGE
$54.4M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
11.5 yrs AVG TENURE
9 Employees
7 Advisory Reps
7 RIA Reps
37yrs Firm Age
Insights
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Accredited Investors
Atlas prime
Asset Classes
Focus Harbor catalyst Delta
Client Personas
Legacy value Vector
Custodian
Bridge vital Frontier unison Pioneer harbor Alpha Timber alpha
Investment Themes
Insight Focus Element Unison eagle
Investment Vehicles
Pathway focus Vital
Platform
Radial
Services
Ember crest Peak vital Catalyst beacon Value Wave crest Radial Quantum unison
Technology
Vertex Quantum Catalyst
Owner & Executives
A
AARON JACOB CHRISTOPHERSON
Partner, President, PRINCIPAL
- CRD
- #5289850
- Ownership
- Less than 5%
(332) 509-7120
vertex.peak@momentumcapital.com
in linkedin.com/in/focus-ember
RANDY EARL GAY
Partner, PRINCIPAL, VICE PRESIDENT
- CRD
- #5642216
- Ownership
- Less than 5%
(775) 262-5930
alpha.focus@eaglecapital.com
in linkedin.com/in/foundation-frontier
I
Insight crest
Crest legacy frontier
- CRD
- #24511
- Ownership
- 13.8%
(530) 695-6824
insight.radial@momentumcapital.com
in linkedin.com/in/radial-bridge
Showing 2 of 5 owners & executives
Unlock allContacts
DANIEL ALLAN BELICA
Managing Director
- CRD
- #502448
(925) 578-2768
prime.unison@frontiercapital.com
in linkedin.com/in/vertex-matrix
STEVE FOSTER HAUG
Investment Advisor
- CRD
- #2624111
(811) 301-8040
focus.momentum@pathwaycapital.com
in linkedin.com/in/catalyst-ember
T
Timber timber
Atlas zenith
- CRD
- #37382
(914) 506-2685
glacier.ridge@insightcapital.com
in linkedin.com/in/radial-crest
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $370,538,751 | $742,563 |
| Non-Discretionary | $10,400,043 | $182,457 |
| Total | $380,938,794 | $685,142 |
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Separately Managed Accounts
Total SMA Asset: $312,571,210
Equity - Exchange:
9.8% Public Funds:
5.0% Corporate - Investment Grade:
20.1% Cash:
5.5% U.S. Government/Agency:
15.0% Municipal Bonds:
9.1% Derivatives:
18.0% Equity - OTC:
17.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $79,682,507 | 9.8% |
| Public Funds | $40,654,340 | 5.0% |
| Corporate - Investment Grade | $163,430,447 | 20.1% |
| Cash | $44,719,774 | 5.5% |
| U.S. Government/Agency | $121,963,020 | 15.0% |
| Municipal Bonds | $73,990,899 | 9.1% |
| Derivatives | $146,355,625 | 18.0% |
| Equity - OTC | $142,290,191 | 17.5% |
| Total | $813,086,803 | 100.0% |
13F Holdings | Q3 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST EMBER RIDGE | BEACON OAK | JMPVDQ8EG | ENR | 3.78% | $59,103,940 |
| UNISON EMBER SIGNAL | SUMMIT PEAK | TKV931RL5 | UHSZG | 4.08% | $11,110,768 |
| FRONTIER WAVE FOCUS | FRONTIER INSIGHT | BA1YI5OSD | RPMT | 0.74% | $50,327,708 |
| FOUNDATION PATHWAY CAPITAL | FOCUS OAK | CH5LVER82 | TLEVX | 8.06% | $93,680,802 |
| RADIAL CAPITAL | SUMMIT SUMMIT | 8JFXNU5Q5 | AFM | 0.66% | $115,501,949 |
| VECTOR CAPITAL ELEMENT | QUANTUM UNISON | V6MOFA7G0 | BJT | 4.77% | $72,303,812 |
| VERTEX NORTH | MOMENTUM ZENITH | D2E2VGHBN | JRE | 8.77% | $104,922,004 |
| HORIZON NORTH ALPHA | ALPHA VALUE | AGAFWUXBM | WSVK | 7.60% | $27,803,115 |