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| Happy Holidays!! thanks for using AUM13F!! |
| Cargile Investment Management Inc
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|---|---|
| CRD # | 116982 |
| SEC # | 801-64513 |
| CIK # | 0000182148 |
| AUM | $383.0 M (2025-03-10) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 432-617-1394 |
| Address | 415 West Wall Street Midland, TX 79701 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Cargile Aggressive Investment Fund LP | 2021-03-25 | 0.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 96 | 19.3 |
| (b) Individuals (high net worth individuals) | 52 | 272.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 15.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.9 |
| (i) State or municipal government entities | 0 | 0.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 73.8 |
| (n) Other | 0 | 0.0 |
| Total | 360 | 383.0 |
| By Discretionary | ||
| Discretionary | 360 | 383.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 360 | 383.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 383.0 | |
| Total | 360 | 383.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Blue Water Wealth Inc
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|
OR | 0.4 |
|
Guidance Capital Inc
✚
|
KY | 0.4 |
|
Flagship Private Wealth LLC
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|
MA | 0.4 |
|
Oak Asset Management LLC
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|
CA | 0.4 |
|
Turning Point Benefit Group Inc
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|
MD | 0.4 |
|
Flourish Wealth Management Inc
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|
MN | 0.4 |
|
REIK & Co LLC
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|
0.4 | |
|
Note Advisors LLC
✚
|
NY | 0.4 |
|
Seven Mile Advisory LLC
✚
|
NJ | 0.4 |
|
IMZ Advisory Inc
✚
|
FL | 0.4 |