MTM Investment Management, LLC
Firm details
- Headquarters
- Spartanburg, South Carolina
- CRD number
- 297500
- Registered since
- July 20, 2018
- Website
- www.mtminvest.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI90.59%
- Individuals6.38%
- Pension & Profit Sharing Plans2.65%
- Charitable Organizations0.37%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
MTM Investment Management, LLC is an independent, limited liability RIA that registered with the SEC in 2018. The firm operates as a capital allocator and charges clients a percentage-of-AUM advisory fee. Its client mix includes individuals and families as well as institutional investors. Core advisory services listed on filings include portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm notes it is not an active ESG investor and is organized with both a domestic-entity and individual ownership structure.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities33%
- US Government Bonds7%
- Investment Grade Corp Bonds2%
- State & Local Bonds1%
Owners & executives
2 of 2
David Taylor
Chairman & Chief Investment OfficerCRD 3238186
John Moore
President, Chief Compliance OfficerCRD 6745393
Contacts
3 of 3Joseph Towson
PartnerCRD 845932
James Burchfield
PartnerCRD 1227670
Christopher Santoro
Vice President of InvestmentCRD 7497310
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 274Active vs passive
$190M in ETFs
81%
$153M
19%
$37M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| T ROWE PRICE CAPITAL APPRECIATION EQUITY ETF (TCAF) | T. Rowe Price | Active | Large Blend | $11.9M | 290,407 | 6.30% |
Location
Spartanburg, SC
Spartanburg
Location
Spartanburg, SC
Headquartered in Spartanburg, SC, anchoring the Greenville-Spartanburg-Anderson, SC metro in the South.
- Metro area
- Greenville-Spartanburg-Anderson, SC
- Region
- South
- County
- Spartanburg
- Address
- 812 E Main St
- Time zone
- ET (UTC-5)
- Office locations
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