Investment Management Associates, Inc.
- Regulatory AUM
- $810M
- Discretionary
- $795M
- Clients
- 383
- Avg AUM / client
- $2.1M
- Accounts
- 674
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of May 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 115 | $159M | 19.6% |
| High net worth individuals | 260 | $560M | 69.2% |
| Charitable organizations | 1 | $4.4M | 0.55% |
| Corporations and other businesses | 7 | $86.3M | 10.7% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Terracon 401(k) And Esop Plan Tsvc, Inc | 2024 | |
| Boulder Medical Center, P.C. Savings & Profit Sharing Plan Boulder Medical Center, P.C. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Vitaliy N Katsenelson | Ceo, Chief Compliance Officer | CFA | Nov 2000 (26y) | 75% or more |
| Cyrus Pearo | Registered representative | CFP | May 2022 (4y) | |
| Robert Leon Eckart | Registered representative | May 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Terracon 401(k) And Esop Plan | Tsvc, Inc | 6,948 | $1.0B | 01/01/2024 |
| Boulder Medical Center, P.C. Savings & Profit Sharing Plan | Boulder Medical Center, P.C. | 318 | $76.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/26/2026 | 946 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • CONSULTING FEE BASED ON ASSET SIZE
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $506M (63% of AUM) May 2026
- Fidelity Brokerage Services $297M (37% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 26, 2026.
View current Form ADV (SEC/IAPD) ↗