AIM&A

AIM&A

AIM&A was formed in 2003 in Savannah, Georgia, by three principals whose surnames define the firm. The partnership traces its roots to a breakaway from a larger regional bank trust department, where Ables, Iannone, and Moore had managed discretionary portfolios for local families and endowments. The firm's client base remains concentrated in the coastal Georgia and South Carolina lowcountry corridor, with a secondary presence in Atlanta. As a state-registered investment adviser, AIM&A discloses its fiduciary status through its Form ADV filings and holds itself out as a fee-only practice, a structural choice that separates its revenue model from commission-based brokerage activity. The firm constructs client portfolios across public equities, municipal and corporate fixed income, and cash-alternative instruments. Its equity selection skews toward large-cap domestic value, consistent with the tax sensitivity demanded by its trust-account and estate-planning book. AIM&A does not market direct private-market investments, co-investment vehicles, or SPV structures, and its public record contains no evidence of venture capital or private equity allocations within its proprietary models. Fixed-income strategy emphasizes Georgia municipal bonds, a natural fit for its in-state client base and the tax-efficient mandates of its trust and estate relationships. The firm maintains no publicly advertised alternatives platform or hedge-fund access program. The firm's Form ADV filings over the past five years indicate a compact advisory headcount, consistent with a partnership-scale practice rather than a platform consolidator. AIM&A operates from a single office in Savannah, with no disclosed satellite locations. Its professional staff is composed of the named partners and a small team of relationship managers and operations personnel. Philanthropic advisory support, including donor-advised fund coordination and trust-restructuring counsel, forms an ancillary service line, though no separate philanthropic foundation or direct charitable vehicle is disclosed. In the absence of recent public operational announcements, the firm's regulatory record and fee-only posture provide the primary window into its current operating model. What distinguishes AIM&A structurally is its three-named-partner anchor coupled with a single-office, single-municipality footprint. In an era of RIA consolidation and private-equity roll-ups, the firm has remained a non-scaled fiduciary shop operating within a narrow geographic band. The partnership's succession structure is not publicly detailed, but the naming convention itself — three equal surnames — suggests a governance model built around shared portfolio and client responsibility rather than a single founder-investment-leader hierarchy. This architecture makes AIM&A legible to trust beneficiaries and estate executors who prioritize continuity of judgment over institutional platform breadth.