IMS CAPITAL MANAGEMENT LLC
Legal name: IMS CAPITAL MANAGEMENT
CRD #105939 SEC #801-33939 PORTLAND, OR 503-788-4200
SEC Registered
Total AUM
$406.9M
Discretionary
$390.3M
Employees
8
Clients
0
Accounts
567
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $406.9M | $390.3M | $16.6M | 8 | 0 |
| Oct 2025 | $406.9M | $390.3M | $16.6M | 8 | 0 |
| Mar 2025 | $406.9M | $390.3M | $16.6M | 8 | 0 |
| Mar 2024 | $392.1M | $382.8M | $9.3M | 8 | 0 |
| Feb 2024 | $343.4M | $329.7M | $13.8M | 8 | 0 |
| Mar 2023 | $343.4M | $329.7M | $13.8M | 8 | 0 |
| Mar 2022 | $390.4M | $374M | $16.4M | 8 | 0 |
| Jun 2021 | $319.4M | $317.7M | $1.7M | 8 | 20 |
| Mar 2021 | $319.4M | $317.7M | $1.7M | 8 | 20 |
| Nov 2020 | $310.6M | $310.2M | $417K | 9 | 20 |
| Jul 2020 | $310.6M | $310.2M | $417K | 10 | 20 |
| Jun 2020 | $310.6M | $310.2M | $417K | 10 | 20 |
| Mar 2020 | $310.6M | $310.2M | $417K | 10 | 20 |
| Apr 2019 | $309M | $273.4M | $35.6M | 11 | 20 |
| Mar 2019 | $309M | $273.4M | $35.6M | 11 | 20 |
| Apr 2018 | $283.6M | $277.7M | $6M | 11 | 283,617,389 |
| Mar 2018 | $283.6M | $277.7M | $6M | 11 | 283,617,389 |
| Aug 2017 | $210.9M | $201.1M | $9.9M | 11 | 400 |
| Mar 2017 | $210.9M | $201.1M | $9.9M | 11 | 400 |
| Jul 2016 | $184.5M | $170.7M | $13.8M | 12 | 500 |
| Mar 2016 | $184.5M | $170.7M | $13.8M | 11 | 500 |
| Oct 2015 | $173.6M | $171.4M | $2.2M | 11 | 600 |
| Mar 2015 | $173.6M | $171.4M | $2.2M | 11 | 600 |
| Mar 2014 | $164.7M | $161.8M | $3M | 9 | 500 |
| Dec 2013 | $148.3M | $145.6M | $2.6M | 8 | 600 |
| Apr 2013 | $148.3M | $145.6M | $2.6M | 8 | 600 |
| Jun 2012 | $141.8M | $136.3M | $5.4M | 6 | 600 |
| Mar 2012 | $141.8M | $136.3M | $5.4M | 6 | 600 |
| Jan 2011 | $182.9M | $176.7M | $6.2M | 10 | -- |
| Nov 2010 | $201.2M | $189.2M | $12M | -- | -- |
| Oct 2010 | $387.8M | $348.3M | $39.5M | -- | -- |
| Jul 2010 | $387.8M | $348.3M | $39.5M | -- | -- |
| Jun 2010 | $387.8M | $348.3M | $39.5M | -- | -- |
| Jun 2010 | $387.8M | $348.3M | $39.5M | -- | -- |
| May 2010 | $387.8M | $348.3M | $39.5M | -- | -- |
| May 2010 | $387.8M | $348.3M | $39.5M | -- | -- |
| Sep 2009 | $279M | $258M | $21M | -- | -- |
| Jul 2009 | $279M | $258M | $21M | -- | -- |
| Mar 2009 | $279M | $258M | $21M | -- | -- |
| Mar 2008 | $680.8M | $633.8M | $47M | -- | -- |
| May 2007 | $677.6M | $591.1M | $86.5M | -- | -- |
| Mar 2007 | $677.6M | $591.1M | $86.5M | -- | -- |
| Mar 2006 | $809.3M | $575.1M | $234.2M | -- | -- |
| Jan 2005 | $520.1M | $313.5M | $206.6M | 10 | -- |
| Oct 2003 | $300M | $250M | $50M | 10 | -- |
| Oct 2001 | $40.5M | $40M | $500K | 5 | -- |
DateDec 2025
Total AUM$406.9M
Discretionary$390.3M
Non-Disc.$16.6M
Employees8
Clients0
DateOct 2025
Total AUM$406.9M
Discretionary$390.3M
Non-Disc.$16.6M
Employees8
Clients0
DateMar 2025
Total AUM$406.9M
Discretionary$390.3M
Non-Disc.$16.6M
Employees8
Clients0
DateMar 2024
Total AUM$392.1M
Discretionary$382.8M
Non-Disc.$9.3M
Employees8
Clients0
DateFeb 2024
Total AUM$343.4M
Discretionary$329.7M
Non-Disc.$13.8M
Employees8
Clients0
DateMar 2023
Total AUM$343.4M
Discretionary$329.7M
Non-Disc.$13.8M
Employees8
Clients0
DateMar 2022
Total AUM$390.4M
Discretionary$374M
Non-Disc.$16.4M
Employees8
Clients0
DateJun 2021
Total AUM$319.4M
Discretionary$317.7M
Non-Disc.$1.7M
Employees8
Clients20
DateMar 2021
Total AUM$319.4M
Discretionary$317.7M
Non-Disc.$1.7M
Employees8
Clients20
DateNov 2020
Total AUM$310.6M
Discretionary$310.2M
Non-Disc.$417K
Employees9
Clients20
DateJul 2020
Total AUM$310.6M
Discretionary$310.2M
Non-Disc.$417K
Employees10
Clients20
DateJun 2020
Total AUM$310.6M
Discretionary$310.2M
Non-Disc.$417K
Employees10
Clients20
DateMar 2020
Total AUM$310.6M
Discretionary$310.2M
Non-Disc.$417K
Employees10
Clients20
DateApr 2019
Total AUM$309M
Discretionary$273.4M
Non-Disc.$35.6M
Employees11
Clients20
DateMar 2019
Total AUM$309M
Discretionary$273.4M
Non-Disc.$35.6M
Employees11
Clients20
DateApr 2018
Total AUM$283.6M
Discretionary$277.7M
Non-Disc.$6M
Employees11
Clients283,617,389
DateMar 2018
Total AUM$283.6M
Discretionary$277.7M
Non-Disc.$6M
Employees11
Clients283,617,389
DateAug 2017
Total AUM$210.9M
Discretionary$201.1M
Non-Disc.$9.9M
Employees11
Clients400
DateMar 2017
Total AUM$210.9M
Discretionary$201.1M
Non-Disc.$9.9M
Employees11
Clients400
DateJul 2016
Total AUM$184.5M
Discretionary$170.7M
Non-Disc.$13.8M
Employees12
Clients500
DateMar 2016
Total AUM$184.5M
Discretionary$170.7M
Non-Disc.$13.8M
Employees11
Clients500
DateOct 2015
Total AUM$173.6M
Discretionary$171.4M
Non-Disc.$2.2M
Employees11
Clients600
DateMar 2015
Total AUM$173.6M
Discretionary$171.4M
Non-Disc.$2.2M
Employees11
Clients600
DateMar 2014
Total AUM$164.7M
Discretionary$161.8M
Non-Disc.$3M
Employees9
Clients500
DateDec 2013
Total AUM$148.3M
Discretionary$145.6M
Non-Disc.$2.6M
Employees8
Clients600
DateApr 2013
Total AUM$148.3M
Discretionary$145.6M
Non-Disc.$2.6M
Employees8
Clients600
DateJun 2012
Total AUM$141.8M
Discretionary$136.3M
Non-Disc.$5.4M
Employees6
Clients600
DateMar 2012
Total AUM$141.8M
Discretionary$136.3M
Non-Disc.$5.4M
Employees6
Clients600
DateJan 2011
Total AUM$182.9M
Discretionary$176.7M
Non-Disc.$6.2M
Employees10
Clients--
DateNov 2010
Total AUM$201.2M
Discretionary$189.2M
Non-Disc.$12M
Employees--
Clients--
DateOct 2010
Total AUM$387.8M
Discretionary$348.3M
Non-Disc.$39.5M
Employees--
Clients--
DateJul 2010
Total AUM$387.8M
Discretionary$348.3M
Non-Disc.$39.5M
Employees--
Clients--
DateJun 2010
Total AUM$387.8M
Discretionary$348.3M
Non-Disc.$39.5M
Employees--
Clients--
DateJun 2010
Total AUM$387.8M
Discretionary$348.3M
Non-Disc.$39.5M
Employees--
Clients--
DateMay 2010
Total AUM$387.8M
Discretionary$348.3M
Non-Disc.$39.5M
Employees--
Clients--
DateMay 2010
Total AUM$387.8M
Discretionary$348.3M
Non-Disc.$39.5M
Employees--
Clients--
DateSep 2009
Total AUM$279M
Discretionary$258M
Non-Disc.$21M
Employees--
Clients--
DateJul 2009
Total AUM$279M
Discretionary$258M
Non-Disc.$21M
Employees--
Clients--
DateMar 2009
Total AUM$279M
Discretionary$258M
Non-Disc.$21M
Employees--
Clients--
DateMar 2008
Total AUM$680.8M
Discretionary$633.8M
Non-Disc.$47M
Employees--
Clients--
DateMay 2007
Total AUM$677.6M
Discretionary$591.1M
Non-Disc.$86.5M
Employees--
Clients--
DateMar 2007
Total AUM$677.6M
Discretionary$591.1M
Non-Disc.$86.5M
Employees--
Clients--
DateMar 2006
Total AUM$809.3M
Discretionary$575.1M
Non-Disc.$234.2M
Employees--
Clients--
DateJan 2005
Total AUM$520.1M
Discretionary$313.5M
Non-Disc.$206.6M
Employees10
Clients--
DateOct 2003
Total AUM$300M
Discretionary$250M
Non-Disc.$50M
Employees10
Clients--
DateOct 2001
Total AUM$40.5M
Discretionary$40M
Non-Disc.$500K
Employees5
Clients--