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| Cargile Investment Management Inc
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|---|---|
| CRD # | 116982 |
| SEC # | 801-64513 |
| CIK # | 0000182148 |
| AUM | 394.6 M (2026-03-24) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 432-617-1394 |
| Address | 415 West Wall Street Midland, TX 79701 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Cargile Aggressive Investment Fund LP | 2021-03-25 | 0.1 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 138 | 21.7 |
| (b) Individuals (high net worth individuals) | 58 | 294.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 12.9 |
| (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 | 4.0 |
| (i) State or municipal government entities | 0 | 1.3 |
| (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 | 7 | 60.4 |
| (n) Other | 0 | 0.0 |
| Total | 319 | 394.6 |
| By Discretionary | ||
| Discretionary | 319 | 394.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 319 | 394.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 394.6 | |
| Total | 319 | 394.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Kiker Wealth Management LLC
✚
|
GA | 395.1 M |
|
Quarry Hill Advisors LLC
✚
|
MN | 394.8 M |
|
Gen-Wealth Partners Inc
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|
MI | 394.8 M |
|
Hunter Lewis LLC
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|
VA | 394.6 M |
|
The Retirement Planning Company of New England Inc
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RI | 394.4 M |
|
Vawter Financial Ltd
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|
OH | 394.4 M |
|
Integrity Investment Advisors LLC
✚
|
394.3 M | |
|
MN Wealth Advisors LLC
✚
|
KS | 394.2 M |
|
AJ Advisors LLC
✚
|
TN | 393.9 M |
|
Virginia Wealth Management Group Inc
✚
|
VA | 393.8 M |