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 formed as an LLC in 2018. It serves both individual/family clients and institutional investors, charging fees as a percentage of assets under management. The firm is identified as a capital allocator and offers portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers for clients. The firm is not identified as an active ESG investor and operates as a single-state adviser. Its business model blends direct portfolio management with third-party manager selection, which aligns with its role allocating capital across public and alternative strategies.
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 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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