Cim, Llc
- Regulatory AUM
- $804M
- Discretionary
- $771M
- Clients
- 385
- Avg AUM / client
- $2.1M
- Accounts
- 1,074
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Investments (13F portfolio — 166 positions, $691,762,986)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | COM | $40,456,867 | 231,977 | 5.85% | 5.03% |
| 2 | Alphabet Inc | CAP STK CL A | $28,198,115 | 98,060 | 4.08% | 3.51% |
| 3 | Ishares Tr | CORE 1 5 YR USD | $26,738,760 | 551,770 | 3.87% | 3.32% |
| 4 | Emcor Group Inc | COM | $22,164,457 | 30,021 | 3.2% | 2.76% |
| 5 | Berkshire Hathaway Inc Del | CL B NEW | $21,456,821 | 44,776 | 3.1% | 2.67% |
| 6 | Arista Networks Inc | COM SHS | $21,150,448 | 172,263 | 3.06% | 2.63% |
| 7 | Asml Hldg Nv | N Y REGISTRY SHS | $20,385,250 | 15,434 | 2.95% | 2.53% |
| 8 | Costco Wholesale Corporation | COM | $20,290,531 | 20,363 | 2.93% | 2.52% |
| 9 | Monster Beverage Corp New | COM | $19,280,865 | 266,090 | 2.79% | 2.4% |
| 10 | Ishares Tr | TIPS BD ETF | $18,810,922 | 170,451 | 2.72% | 2.34% |
| 11 | Amazon Com Inc | COM | $18,697,843 | 89,777 | 2.7% | 2.32% |
| 12 | Spotify Technology S A | SHS | $18,632,877 | 38,425 | 2.69% | 2.32% |
| 13 | Mastercard Incorporated | CL A | $18,179,593 | 36,384 | 2.63% | 2.26% |
| 14 | Meta Platforms Inc | CL A | $18,084,769 | 31,610 | 2.61% | 2.25% |
| 15 | Apple Inc | COM | $17,554,307 | 69,169 | 2.54% | 2.18% |
| 16 | Intuitive Surgical Inc | COM NEW | $17,531,469 | 38,030 | 2.53% | 2.18% |
| 17 | Cintas Corp | COM | $17,445,712 | 103,144 | 2.52% | 2.17% |
| 18 | Progressive Corp | COM | $17,114,777 | 86,334 | 2.47% | 2.13% |
| 19 | Synopsys Inc | COM | $14,782,641 | 37,285 | 2.14% | 1.84% |
| 20 | Novo Nordisk A S | ADR | $13,778,186 | 374,917 | 1.99% | 1.71% |
| 21 | Intuit | COM | $12,628,564 | 29,207 | 1.83% | 1.57% |
| 22 | Invesco Exch Traded Fd Tr Ii | SR LN ETF | $11,281,664 | 552,752 | 1.63% | 1.4% |
| 23 | Cummins Inc | COM | $10,930,952 | 20,317 | 1.58% | 1.36% |
| 24 | Ishares Tr | MBS ETF | $9,560,230 | 100,687 | 1.38% | 1.19% |
| 25 | Chipotle Mexican Grill Inc | COM | $8,536,208 | 266,691 | 1.23% | 1.06% |
Top 25 of 166 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 201 | $74.0M | 9.2% |
| High net worth individuals | 168 | $693M | 86.1% |
| Pension and profit sharing plans | 3 | $6.6M | 0.83% |
| Charitable organizations | 7 | $4.8M | 0.6% |
| Other investment advisers | 1 | $8.3M | 1.04% |
| Corporations and other businesses | 5 | $17.7M | 2.19% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas Joseph Curran | Co Ceo/Sole Member/Chief Compliance Officer | Dec 2003 (23y) | 75% or more | |
| Kevin Thomas Curran | Co Ceo/Chief Investment Officer | CFA | Aug 2013 (13y) | Less than 5% |
| Derek G Gray | Registered representative | CFP | Aug 2021 (5y) |
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 (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.1 MB | 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
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- National Financial Services (Fidelity) $776M (96% of AUM) Mar 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: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗