RIA Intel›Advisers›New Jersey›INVESTMENT CAPITAL MANAGEMENT, INC.

INVESTMENT CAPITAL MANAGEMENT, INC.

Advisory

CLINTON, NJ

Data as of Jun 30, 2026 · Source: SEC Form ADV

Average account

$113K

across 53 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 30, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients53

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndMarch

Operates InNJ

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

53 clients

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

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

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DMS ASSET MANAGEMENT INC.

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EB FINANCIAL PLANNING

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APOSTOLIC FINANCIAL ADVISORS, LLC

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