CARGILE INVESTMENT MANAGEMENT

RIASEC RegisteredEst. 2005

Total AUM

$395M

Discretionary

$395M

100% of AUM

Avg account

$1.2M

Accounts

319

Employees

Advisory reps

Firm details

Headquarters: MIDLAND, Texas
CRD number: 116982
Registered since: July 15, 2005
Website: www.cargileinvestments.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM
Client types: HNWI74.59%
Corporations / Businesses15.31%
Individuals5.49%
Investment Companies3.26%
Charitable Organizations1.01%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Cargile Investment Management is an independent, owner-operated investment adviser organized as a corporation and registered with the SEC since 2005. The firm operates primarily as a discretionary portfolio manager for high-net-worth individuals and families as well as institutional clients, charging fees based on a percentage of assets under management. Its advisory mandate covers individual and small business portfolios, investment companies, and institutional accounts. The firm reports it is not an active ESG investor and is not registered as a multi-state adviser. Cargile does not describe itself as a capital allocator or pension consultant; instead its activities center on providing managed portfolios rather than operating third‑party funds.