SPARTANBURG, SCCRD 297500Latest ADV March 30, 2026
Mtm Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Spartanburg, SC. Its latest Form ADV filing, dated March 30, 2026, reports $678M in regulatory assets under management, 8 employees, and 1,033 accounts.
Assets Under Management
$678M
Employees
8
Offices
--
Total Clients
424
Primary office
SPARTANBURG, SC
812 EAST MAIN STREET, SPARTANBURG, SC, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 56.1% of total clients.
Top client categories% of clientsClients
1
HNWI
56.1%
238
2
Individuals
41.5%
176
3
Pension Plans
2.4%
10
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$678Mas of March 30, 2026
Discretionary94.3%
$639M
94% of total RAUM94.3%
Non-discretionary5.7%
$39M
6% of total RAUM5.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$678M
Total Accounts1,033
10Y AUM Change+$678M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee53:1
10Y Employee Change+5 (+166.7%)
* 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.