CARGILE INVESTMENT MANAGEMENT
CARGILE INVESTMENT MANAGEMENT, INC. Legal Name
Adviser information for CARGILE INVESTMENT MANAGEMENT last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 304 | $288.6M |
| Non-Discretionary | 0 | $0 |
| Total | 304 | $288.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 101 | $28.2M |
| HNW Individuals | 60 | $240.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $19.6M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companies |
|---|---|
| Compensation | % of AUM |
Principal Office
415 WEST WALL STREETSUITE 2200
MIDLAND
TX
United States
BY APPOINTMENT ONLY, 9AM - 4PM
Tel: 432-617-1394, Fax: 432-698-1590
Chief Compliance Officer
MICKEY CARGILE
PRESIDENT
415 WEST WALL
SUITE 2200
MIDLAND
TX
United States
Tel:
432-617-1394
Fax:
432-698-1590
M*****@*********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CARGILE, MICKEY, RAY | Individual | – | PRESIDENT & CHIEF COMPLIANCE OFFICER | 07/2001 | > 75% |