MTM INVESTMENT MANAGEMENT, LLC
Latest filing: Mar 12, 2025 (126 days ago)
AUM
$621,291,292
18% change vs. 1 year ago
30% change vs. 3 years ago
218% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
8
-11% change vs. 1 year ago
33% change vs. 3 years ago
167% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
SPARTANBURG, SC
812 EAST MAIN STREET, SPARTANBURG, SC, UNITED STATES, 29302
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.6 |
| Non-Discretionary | $0.1 |
| Total | $0.6 |
| Client | AUM |
|---|---|
| Retail | $0.6 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.6 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 212 | $0.1 |
| Average Individual AUM | $242,417 | |
| HNW | 210 | $0.5 |
| Average HNW AUM | $2,532,996 | |
| Retail Total | 422 | $0.6 |
| Average Retail AUM | $1,382,279 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | ST. PETERSBURG-FL-USA | $0.5 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.6 |
| Retail SMA AUM | $0.6 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 32% | $0.2 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 8% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 55% | $0.3 |
| Other Pools | 0% | $0.0 |
| Cash | 2% | $0.0 |
| Other | 1% | $0.0 |
| Total | 100% | $0.6 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
5 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JOSEPH TOWSON | SPARTANBURG | SC | S63|1980-06-02 | ||||||
| CHRISTOPHER SANTORO | SPARTANBURG | SC | S65|2022-04-06 | ||||||
| JAMES BURCHFIELD | SPARTANBURG | SC | S63|1984-02-07|S65|1996-04-29 | ||||||
| JOHN MOORE | SPARTANBURG | SC | S65|2016-12-22 | ||||||
| DAVID TAYLOR | SPARTANBURG | SC | S66|1999-08-26 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.6 | $0.0 | 0% | 8 | 0 | 0% |
| 2025-04-21 | $0.6 | $0.0 | 0% | 8 | 0 | 0% |
| 2024-04-02 | $0.5 | $0.1 | 18% | 9 | -1 | -11% |
| 2023-04-04 | $0.5 | $0.2 | 38% | 8 | 0 | 0% |
| 2022-04-01 | $0.5 | $0.1 | 30% | 6 | 2 | 33% |
| 2021-04-05 | $0.4 | $0.2 | 44% | 6 | 2 | 33% |
| 2020-04-01 | $0.2 | $0.4 | 218% | 3 | 5 | 167% |
| 2019-04-01 | $0.2 | $0.5 | 284% | 3 | 5 | 167% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| SC, FL-02/19/2020, GA-10/24/2018, LA-11/22/2022, NC-10/24/2018, NY-03/12/2025, SC-07/20/2018, TN-02/25/2021, TX-10/24/2018, VA-02/25/2021 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV