# IMA ADVISORY SERVICES, INC.

IMA ADVISORY SERVICES, INC. of DENVER, CO is an SEC-registered investment adviser.

## Registration

- CRD: 112091
- Type: SEC-registered investment adviser
- SEC file number: 801-79108
- Location: 1705 17TH STREET, SUITE 100, DENVER, CO, 80202
- Phone: 316-266-6574
- Latest filing: 2026-05-19
- Regulatory AUM: $3.9B
- Discretionary AUM: $3.3B
- Non-discretionary AUM: $557.2M
- Clients: 50
- Accounts: 1,191

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations

## Officers, owners & control persons (24)

| Name | Role | Location |
| --- | --- | --- |
| Richard William Holt | EXECUTIVE VICE PRESIDENT | — |
| Michael Shane Gregg | PRESIDENT | — |
| Benjamin Howard Valore-Caplan | EXECUTIVE VICE PRESIDENT | — |
| Patrick James Krulik | HEAD OF INVESTMENTS | — |
| Valerie Lynn Ruppel | CHIEF COMPLIANCE OFFICER | Castle Rock, CO |
| Akasha Ngina Absher | EXECUTIVE VICE PRESIDENT | — |
| Matthew Michael Obert | EXECUTIVE VICE PRESIDENT | — |
| Anna Devine Ewing | SECRETARY; TREASURER | — |
| SMITH MARION KATHLEEN | SVP, CCO, DIRECTOR | — |
| STROHM DAVID LEVERNE | CEO, CFO, CIO, TREASURER, FINOP,BOARD CHAIR; CIO, BOARD CHAIR; PRESIDENT, CFO,TREASURER, FINOP,BOARD CHAIR | — |
| HORNBECK MARGARET ELAINE | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT/COO/CCO/DIR; SENIOR VICE PRESIDENT/COO/CCO/DIR | — |
| POOL SUSAN LOUISE | SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT/DIRECTOR | — |
| SCHULTZ SUE ANN VOGELGESANG | SECRETARY/GENERAL COUNSEL | — |
| DAVIS ANTHONY LYNN | SVP, CCO, DIRECTOR | — |
| GOLDMAN ADAM | EXECUTIVE VICE PRESIDENT | — |
| COOPER CURTIS WESTON | PRESIDENT AND CEO/DIRECTOR; PRESIDENT/DIRECTOR | — |
| HOLT RICHARD WILLIAM | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT; CHIEF INVESTMENT OFFICER; PRESIDENT, DIRECTOR, CIO (+2 more) | — |
| KRULIK PATRICK JAMES | CHIEF INVESTMENT OFFICER; HEAD OF INVESTMENTS | — |
| PAULY ERIC MICHAEL | GENERAL COUNSEL/SECRETARY | — |
| RUPPEL VALERIE LYNN | CHIEF COMPLIANCE OFFICER | — |
| FLEMING STACY GRAVES | CHIEF COMPLIANCE OFFICER | — |
| Gregg Michael Shane | PRESIDENT | — |
| Ewing Anna Devine | SECRETARY; TREASURER | — |
| Eamon Joseph Twomey | SENIOR VICE PRESIDENT | — |


## Branch offices (7)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| WICHITA | KS | 8 | 3162666574 |
| DENVER | CO | 3 | 303-770-5401 |
| DALLAS | TX | 3 | 972-458-8700 |
| PASADENA | CA | 1 | 626-799-7000 |
| NEWTON | MA | 1 | 857-497-0030 |
| ATLANTA | GA | 1 | 678-904-9333 |
| SALT LAKE CITY | UT | 0 | 385-531-7606 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112091/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112091/similar
- Related entities: https://search.stillhousedata.com/firm/112091/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112091

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.