I
CRD: 107246
Investment Management Corporation
$191.2M Total AUM
$191.2M Disc. AUM
-- 3Y CAGR
6 Employees
193 ADV. Clients
38 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-09-1988
- Office Locations
- 1
Office Locations
1940 Electric Road Roanoke VA
About Investment Management Corporation
Investment Management Corporation is a Roanoke-based RIA. The firm has been operating for 38 years. Managing $191.2M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$63.7M AVG AUM / ADVISOR
$990.6K AVG AUM / CLIENT
17.8 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
38yrs Firm Age
Insights
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Asset Classes
Optima
Investment Themes
Prime
Investment Vehicles
Meridian signal North oak
Services
Eagle alpha Oak Foundation vertex Horizon Matrix element
Owner & Executives
J
JOHN GREGORY TINAGLIA
Chief Compliance Officer, President
- CRD
- #800980
- Ownership
- 75% or more
(337) 799-2745
quantum.alpha@quantumcapital.com
in linkedin.com/in/oak-value
Showing 1 of 1 owners & executives
Unlock allContacts
Denise L Heimel
Senior Wealth Advisor
- CRD
- #4863466
(641) 501-1485
vital.zenith@beaconcapital.com
in linkedin.com/in/catalyst-bridge
KEVIN WILLIAM WARMAN
Advisor
- CRD
- #5928763
(894) 480-3213
insight.beacon@capitalcapital.com
in linkedin.com/in/north-focus
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $191,179,778 | $287,057 |
| Non-Discretionary | $0 | -- |
| Total | $191,179,778 | $287,057 |
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Separately Managed Accounts
Total SMA Asset: $191,179,778
Equity - Exchange:
13.8% Public Funds:
51.0% Cash:
35.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $538,414,121 | 13.8% |
| Public Funds | $1,989,791,318 | 51.0% |
| Cash | $1,373,346,165 | 35.2% |
| Total | $3,901,551,604 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE NORTH FRONTIER | FOCUS TIMBER | A8KUF5HIN | QTLA | 10.03% | $63,668,999 |
| NORTH TIMBER | BEACON VERTEX | 847SWRN1Q | AGF | 4.04% | $70,269,925 |
| FUSION PIONEER NORTH | ZENITH PIONEER | 89YPA3TMT | IWML | 5.20% | $4,901,643 |
| EMBER TIMBER | ZENITH OAK | 3WEZO6OAB | HROV | 6.85% | $12,416,978 |
| DELTA LEGACY | VALUE PATHWAY | M27HZK5AV | MSVO | 1.38% | $41,569,897 |
| HORIZON QUANTUM | INSIGHT DELTA | OEIY2VIDP | VBS | 11.83% | $117,212,088 |
| MATRIX BEACON | DELTA CREST | UVAI409XB | HSNQ | 5.41% | $89,469,664 |
| LEGACY CAPITAL | FUSION ELEMENT | X1VTD8U7W | VOT | 1.07% | $52,087,458 |