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MTM INVESTMENT MANAGEMENT, LLC
CRD 297500File 801-113650
APPROVED
Retail clients
Filing as of Jul 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$678.1M
Above cohort median (national)
Discretionary AUM
$639.1M
Non-discretionary $39.0M
Clients
424
1,033 accounts
Employees
8
Top 25% of cohort in SC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 20, 2018
- Principal office
- 812 EAST MAIN STREET, SPARTANBURG, SC, 29302
- Phone
- 864-582-7000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $678.1M
- Discretionary AUM
- $639.1M
- Non-discretionary AUM
- $39.0M
- Discretionary accounts
- 986
- Non-discretionary accounts
- 47
- Total accounts
- 1,033
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $2.5M |
| High net worth individuals | 238 | $614.3M |
| Pension and profit sharing plans | 10 | $18.0M |
| Individuals (other than high net worth individuals) | 176 | $43.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
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.