Insights

Small firm advantage Independent, fee-only wealth management firm based in the Pacific Northwest with a private client focus. Recent growth signals could translate into cross-sell opportunities for additional financial planning services, small-cap or niche investment products, and personalized portfolio optimization for high-trust clients.

Tech-enabled ops Utilizes a mix of analytics and marketing technologies (Hotjar, Piwik PRO, iCIMS, Cloudflare, WordPress, Shopify, Microsoft 365). This suggests openness to modern engagement platforms and data-driven advisory processes that could be enhanced with client portals, digital onboarding, and performance reporting tools.

Asset focus Active third-quarter stakes in mid-cap and consumer/tech-related names (e.g., Cracker Barrel, Maxim Integrated, Electronic Arts, H&R Block, Wabash National, Hillenbrand). Indicates potential interest in diversified, asset-managed strategies and risk-managed portfolios suitable for advisor-led client conversations.

Financial scale Revenue shown in the $10M–$25M range with 2–10 employees. This positions IMS Capital as a boutique firm that may benefit from scalable custodial, compliance, back-office, or fintech partnerships to support growth while maintaining high-touch service.

Growth opportunities Independent, fee-only model combined with private wealth management orientation signals an opportunity for value-added services such as financial planning, tax-efficient investing, charitable giving strategies, and ESG/sustainability integration to attract and retain clients seeking holistic wealth management.

IMS Capital Management, Inc. Tech Stack

IMS Capital Management, Inc. uses 8 technology products and services including Hotjar, iCIMS, Cloudflare, and more. Explore IMS Capital Management, Inc.'s tech stack below.

Hotjar

Analytics

iCIMS

Applicant Tracking Systems

Cloudflare

Content Management System

WordPress

Content Management System

Shopify

E-commerce

Microsoft 365

Google Fonts API

Font Scripts

Piwik PRO Core

Web Analytics

IMS Capital Management, Inc. Email Formats	Example	Percentage
First@imscapital.com	John@imscapital.com	90%
Last@imscapital.com	Doe@imscapital.com	10%

IMS Capital Management, Inc. Email Formats

Example

Percentage

First@imscapital.com

John@imscapital.com

90%

Last@imscapital.com

Doe@imscapital.com

10%

Frequently Asked Questions

What is IMS Capital Management, Inc.'s phone number?

You can contact IMS Capital Management, Inc.'s main corporate office by phone at

+1-503-788-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is IMS Capital Management, Inc.'s official website and social media links?

IMS Capital Management, Inc.'s official website is imscapital.com and has social profiles on LinkedIn.

How much revenue does IMS Capital Management, Inc. generate?

As of September 2026, IMS Capital Management, Inc.'s annual revenue is estimated to be $10M - $25M.

What is IMS Capital Management, Inc.'s NAICS code?

IMS Capital Management, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does IMS Capital Management, Inc. have currently?

As of September 2026, IMS Capital Management, Inc. has approximately 7 employees across 1 continents, including North America. Key team members include Vice President Of Real: J. B. and Executive Officer: S. S. Explore IMS Capital Management, Inc.'s employee directory with LeadIQ.

What industry does IMS Capital Management, Inc. belong to?

IMS Capital Management, Inc. operates in the Investment Management industry.

What technology does IMS Capital Management, Inc. use?

IMS Capital Management, Inc.'s tech stack includes Hotjar, iCIMS, Cloudflare, WordPress, Shopify, Microsoft 365, Google Fonts API and Piwik PRO Core.

What is IMS Capital Management, Inc.'s email format?

IMS Capital Management, Inc.'s email format typically follows the pattern of First@imscapital.com. Find more IMS Capital Management, Inc. email formats with LeadIQ.

When was IMS Capital Management, Inc. founded?

IMS Capital Management, Inc. was founded in 1988.

IMS Capital Management, Inc.

Q: How many employees does IMS Capital Management, Inc. have currently?

IMS Capital Management, Inc. has approximately 7 employees.

Q: What technology does IMS Capital Management, Inc. use?

IMS Capital Management, Inc.'s tech stack includes Piwik PRO Core, WordPress, Google Analytics, Cloudflare Web Optimizations, Twemoji.

Q: What is IMS Capital Management, Inc.'s NAICS code?

IMS Capital Management, Inc.'s NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementOregon, United States2-10 Employees

IMS Capital Management, Inc. is an independent wealth management firm based in Portland, Oregon, focused on providing fee-only, privately managed, customized financial solutions. The company emphasizes unbiased guidance and long-term strategies aimed at preserving and managing clients’ wealth, offering a comprehensive suite of services tailored to individual needs. As a small operation in the investment management industry, IMS Capital positions itself as a Pacific Northwest–based advisor dedicated to fiduciary stewardship and personalized planning. 

 Its client base consists of individuals seeking holistic wealth management rather than transactional advice, with an emphasis on long‑term value preservation through thoughtful asset allocation and risk-aware strategies. While the firm operates at a smaller scale, it competes within the broader investment management landscape by providing independent, fee‑based guidance in a regionally focused market. A recent development notes the firm’s ongoing activity in acquiring new asset stakes in a variety of companies, reflecting its engagement across different sectors.

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