CARGILE INVESTMENT MANAGEMENT

Legal name: CARGILE INVESTMENT MANAGEMENT, INC.

CRD 116982File 801-64513

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$394.6M

Below cohort median (national)

Discretionary AUM

$394.6M

Clients

204

319 accounts

Employees

Below cohort median in TX

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: FWRO
Registration date: Jul 15, 2005
Principal office: 415 WEST WALL STREET, SUITE 2200, MIDLAND, TX, 79701
Phone: 432-617-1394
Website: HTTP://WWW.CARGILEINVESTMENTS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $394.6M
Discretionary AUM: $394.6M
Non-discretionary AUM: $0
Discretionary accounts: 319
Non-discretionary accounts: 0
Total accounts: 319
AUM per client: $1.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	7	$60.4M
Investment companies	1	$12.9M
Charitable organizations	Fewer than 5	$4.0M
High net worth individuals	58	$294.3M
State or municipal government entities	Fewer than 5	$1.3M
Individuals (other than high net worth individuals)	138	$21.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11
Q11C2
Q11C4
Q11C5

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.