RIA Intel›Advisers›Georgia›A.I.M. FINANCIAL GROUP, INC.

A.I.M. FINANCIAL GROUP, INC.

Advisory

GA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Average account

$268K

across 99 accounts

AUM per adviser

$27M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$27M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$27M

Discretionary AUM$27M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients39

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

39 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

FISCO INVESTMENT MANAGEMENT, L.P.

$27M

FORDHAM FINANCIAL SERVICES, INC.

$27M

ACCESS PLANNING PARTNERS, LLC

$27M

BROOKE FOREST CAPITAL LLC

$26M

WYNDEN CAPITAL MANAGEMENT, LLC

$27M

AKPRIDE FINANCIAL, LLC

$26M

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