Investment Managers Group provides portfolio management for individuals and small businesses.
Investment Managers Group reports 244 clients. They include 184 individual clients and 60 high-net-worth individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $117M across 528 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 75% | 31% |
| High-net-worth individuals | 25% | 69% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 184 | $36.2M | 31.0% | $197K |
| High-net-worth individuals | 60 | $80.5M | 69.0% | $1.34M |
| Total | 244 | $117M | 100% | $479K |
- Clients
- 184
- Regulatory AUM
- $36.2M
- AUM share
- 31.0%
- Avg. per client
- $197K
- Clients
- 60
- Regulatory AUM
- $80.5M
- AUM share
- 69.0%
- Avg. per client
- $1.34M
Total
- Clients
- 244
- Regulatory AUM
- $117M
- AUM share
- 100%
- Avg. per client
- $479K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Investment Managers Group charges up to 2.25% a year for its Comprehensive Portfolio Management. The fee is billed in advance and is negotiable.
Fee details and sources
Timothy Kay owns 75% or more of Investment Managers Group. The leadership team of Investment Managers Group includes Chief Compliance Officer Timothy Kay. It has 2 employees.
Leadership
Timothy KayManaging Member & Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 broker-dealer rep
- 1 insurance agent
- Owns 75% or more of Investment Managers Group, LLC
Timothy Kay
Control person · since May 2012
Besides its headquarters, Investment Managers Group has 0 offices, with 1 listed address in California.
California · 1 listed address
- 31045 Temecula Parkway, Suite 207, TemeculaHQ
Contact and registration details
- Legal name
- Investment Managers Group, LLC
- Headquarters
- 31045 Temecula Parkway, Suite 207, Temecula, CA 92592
- Website
- investmentmanagersgroup.com
- Phone
- 951-225-3260
- SEC file
- 801-134578
- Structure
- California LLC
- Fiscal year end
- December
Investment Managers Group uses Charles Schwab ($117M) as custodian for its separately managed accounts. Investment Managers Group has custody of $30.8M in client assets for 132 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $117M100%
At year end, Investment Managers Group’s separately managed accounts were mostly in funds (58%) and stocks (23%).
What the accounts hold
- Stocks23%
- Funds58%
- Bonds7%
- U.S. government and agency bonds6%
- State and local bonds1%
- Cash7%
- Other5%
- Certificates of deposit5%
How many clients does Investment Managers Group have?
Investment Managers Group has 244 clients and manages $117 million for them, as of March 2026. They include 184 individual clients and 60 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Investment Managers Group offer?
Investment Managers Group provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Investment Managers Group charge?
Investment Managers Group charges up to 2.25% a year for its Comprehensive Portfolio Management. The fee is billed in advance and is negotiable.
Which custodians does Investment Managers Group use?
Investment Managers Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $117M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does Investment Managers Group have?
Investment Managers Group has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Investment Managers Group invest in?
At the end of its last fiscal year, Investment Managers Group’s separately managed accounts held 58% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 7% cash and equivalents, 6% U.S. government and agency bonds, 5% other and 1% state and local bonds. The 5% other category is described as: Certificates of Deposit.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Investment Managers Group?
Investment Managers Group’s direct owner is Timothy Kay (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Investment Managers Group get paid?
Investment Managers Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Investment Managers Group?
Investment Managers Group’s main office is at 31045 Temecula Parkway, Suite 207, Temecula, CA 92592. Its phone number is 951-225-3260. Its website is investmentmanagersgroup.com.