Institutional Capital Management, Inc.
● SEC registered since 1999CRD 108986SEC# 801-57036
Reg. AUM
$605M
Employees
2
Accounts
10
Location
—
Institutional Capital Management, Inc. assets under management
Institutional Capital Management, Inc. operates as an SEC-registered investment adviser. The firm has been registered since 1999. It reports $605 million in regulatory assets under management and employs 2 people.
Institutional Capital Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Joseph Moore Control | President/Ceo/Chief Compliance Officer | Over 75% | 1997 |
Frequently asked questions
How much does Institutional Capital Management, Inc. manage?
Institutional Capital Management, Inc. reports $605 million in regulatory assets under management on its Form ADV.
How many employees does Institutional Capital Management, Inc. have?
Institutional Capital Management, Inc. reports 2 employees.
Does Institutional Capital Management, Inc. disclose fund performance?
Institutional Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 303-579-9595 |
| Office hours | 8a.m.-4p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$605M▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$605Mregulatory AUM
Discretionary $38MNon-discretionary $567M