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| MTM Investment Management LLC
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| CRD # | 297500 |
| SEC # | 801-113650 |
| CIK # | 0001831416 |
| AUM | $621.3 M (2025-03-12) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 864-582-7000 |
| Address | 812 East Main Street Spartanburg, SC 29302 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001831416 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.0 | ||
| Lowes Companies Inc | 9.9 | ||
| Microsoft Corp | 9.1 | ||
| J P Morgan Chase & Co | 8.3 | ||
| Kinder Morgan Inc | 7.7 | ||
| Lilly Eli & Co | 7.5 | ||
| McKesson Corp | 7.4 | ||
| Broadcom Inc | 5.0 | ||
| Chevron Corp | 4.4 | ||
| Commerce Bancshares Inc /MO/ | 4.3 | ||
| Costco Wholesale Corp /NEW | 4.0 | ||
| MicroStrategy Inc | 4.0 | ||
| Southern Co | 4.0 | ||
| Coca Cola Co | 3.5 | ||
| Wal Mart Stores Inc | 3.0 | ||
| Exxon Mobil Corp | 2.9 | ||
| Home Depot Inc | 2.4 | ||
| Bank of America Corp /DE/ | 2.4 | ||
| TJX Companies Inc /DE/ | 2.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 212 | 51.4 |
| (b) Individuals (high net worth individuals) | 210 | 531.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 35.4 |
| (h) Charitable organizations | 0 | 2.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,029 | 621.3 |
| By Discretionary | ||
| Discretionary | 997 | 569.4 |
| Non-Discretionary | 32 | 51.9 |
| Total | 1,029 | 621.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 621.3 | |
| Total | 1,029 | 621.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001831416] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Oak Harbor Wealth Partners LLC
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|
NC | 0.6 |
|
NBW Capital LLC
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|
MA | 0.6 |
|
Laffer Tengler Investments Inc
✚
|
TN | 0.6 |
|
Cambridge Advisors Inc
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|
NE | 0.6 |
|
ASIO Capital LLC
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|
KY | 0.6 |
|
Holderness Investments Co
✚
|
NC | 0.6 |
|
The Patten Group Inc
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|
TN | 0.6 |
|
Northern Financial Advisors Inc
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|
MI | 0.6 |
|
Ridgecrest Wealth Partners LLC
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|
CA | 0.6 |
|
Zenith AM
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|
0.6 |