Cargile Investment Management is an SEC registered investment adviser organized as a corporation with a primary office location in Midland, TX. Its latest Form ADV filing, dated March 24, 2026, reports $395M in regulatory assets under management, 3 employees, and 319 accounts.
Assets Under Management
$395M
Employees
3
Offices
--
Total Clients
204
Primary office
MIDLAND, TX
415 WEST WALL STREET, SUITE 2200, MIDLAND, TX, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.6% of total clients.
Top client categories% of clientsClients
1
Individuals
67.6%
138
2
HNWI
28.4%
58
3
Corporations
3.4%
7
4
Investment Cos.
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$395Mas of March 24, 2026
Discretionary100.0%
$395M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$395M
Total Accounts319
10Y AUM Change+$268M (+212.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee68:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.