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 SEC-registered investment adviser that positions itself as a capital allocator for both individual/family and institutional clients. The firm, registered in 2018, is organized as an LLC and lists ownership that includes a domestic entity and an individual. Its client work focuses on portfolio management for individuals and small businesses, selection of other advisers, and pension consulting-style services. MTM charges fees as a percentage of assets under management and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2DAVID 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
Financial AdvisorCRD 7497310
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 267Active vs passive
$159M in ETFs
79%
$125M
21%
$34M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| T ROWE PRICE CAPITAL APPRECIATION EQUITY ETF (TCAF) | T. Rowe Price | Active | Large Blend | $10.2M | 285,230 | 6.39% |
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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