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IMC ADVISORS, LLC

COLUMBUS, IN · CRD 111537 · IAPD ↗ · imcadvisors.com · 812-376-3331

$540.0MRegulatory AUM
3Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
August 2026 — IMC ADVISORS, LLC (COLUMBUS, IN) left the SEC roster (was $540.0M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
70
April 2025 — IMC ADVISORS, LLC crossed $500M in regulatory AUM ($448.2M -> $509.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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