Fee-only adviser · Roanoke, VA
Investment Management Corporation
Investment Management Corporation is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Roanoke, Virginia. On its latest Form ADV, filed February 26, 2026, it reports $191M in regulatory assets under management, 184 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 107246 · SEC file 801-107457 |
| Office | 1940 Electric RD Roanoke, VA 24018 |
| Phone | (540) 774-8899 |
| Website | investmentmanagementcorporation.com |
| Regulatory assets under management | $191M |
| Individual clients | 135 non-high-net-worth, 49 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 6 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 26, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Roanoke
- Beacon Wealth Consultants, Inc. $278M
- Taylor Financial Group, Inc. $410M
- Waynefirebaugh, Inc. $90M
- American Financial Planning, Inc. $22M
- Valley Investors Corporation $3.4M
See all 6 fee-only advisers in Roanoke →
Nearby
- Salem 1 firm
- Fincastle 1 firm
- Blacksburg 1 firm
- Christiansburg 1 firm
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