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AIM ADVISORS, LLC

RALEIGH, NC · CRD 325125 · IAPD ↗ · 919-758-8911

$158.2MRegulatory AUM
3Advisory reps
5Employees
1Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2025 — AIM ADVISORS, LLC now reports custody of client assets ($36.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
March 2024 — AIM ADVISORS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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