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INSTITUTIONAL CAPITAL MANAGEMENT, INC.

· CRD 108986 · IAPD ↗ · thinkicm.com · 303-579-9595

$605.0MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

35
April 2025 — INSTITUTIONAL CAPITAL MANAGEMENT, INC. notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2025 — INSTITUTIONAL CAPITAL MANAGEMENT, INC. crossed $500M in regulatory AUM ($497.0M -> $584.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.