AIM CAPITAL
SEC RegisteredSound Financial Strategies For Today's Markets
About the firm
The American Institute for Advanced Investment Management, LLP, AIM Capital, is a privately owned, independent wealth management firm, specializing in asset protection strategies. AIM Capital is built upon core principles of providing highly trained, independent financial advice loyal to clients, and is dedicated to delivering outstanding results and exceptional service. With a total of over 40 years of investment management experience, AIM Capital uses a process-driven, unemotional methodology designed to manage risk.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
AIM Capital provides assistance in investments (including IRAs, brokerage accounts, bonds, common stock, annuities, and government securities), financial planning (including retirement plans, tax plans, 401(k) and 403(b) planning, college plans, and estate plans), and insurance (including disability income, life insurance, and long-term-care insurance).
Who they serve
Individuals and families working toward their financial goals, with a focus on those who are retired or approaching retirement.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 102 | $28M |
| High Net Worth Individuals | 134 | $270M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| State/Municipal Entities | 10 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of February 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AIM CAPITAL has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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