Mtm Investment Management, LLC
Mtm Investment Management, LLC is an SEC-registered wealth manager in Spartanburg, SC with $678.1M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Mtm Investment Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297500, SEC 801-113650, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $678.1M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Spartanburg, SC
- Employees
- 8
- Clients
- 424
- CRD
- 297500
- Ownership
- MOORE, JOHN, PENDLETON; MOORE CAPITAL, LLC; TAYLOR, DAVID, CORDELL; D.C. TAYLOR & CO., LLC
How much AUM does Mtm Investment Management, LLC have?
Mtm Investment Management, LLC reported $678.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Mtm Investment Management, LLC?
Disclosed owners and executives of Mtm Investment Management, LLC include MOORE, JOHN, PENDLETON, MOORE CAPITAL, LLC, TAYLOR, DAVID, CORDELL, D.C. TAYLOR & CO., LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.