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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 Oct 1, 2026
Regulatory AUM
$394.6M
Below cohort median (national)
Discretionary AUM
$394.6M
Clients
204
319 accounts
Employees
3
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
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, 5GCompensation
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 164 | 204 | increased by40 |
| Apr 1, 2026 | AUM | $383,040,142 | $394,568,839 | increased by$11,528,697 |
| Apr 1, 2026 | Accounts | 360 | 319 | decreased by41 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 146 | 164 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $260,705,421 | $383,040,142 | increased by$122,334,721 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 246 | 360 | increased by114 |
| Apr 1, 2022 | Clients | 248 | 146 | decreased by102 |
| Apr 1, 2022 | AUM | $235,468,567 | $260,705,421 | increased by$25,236,854 |
| Apr 1, 2022 | Accounts | 248 | 246 | decreased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CARGILE INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CARGILE INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.