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MTM INVESTMENT MANAGEMENT, LLC
CRD 297500File 801-113650
APPROVED
Retail clients
Filing as of Jul 7, 2026
Feed vintage Oct 1, 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
- Website
- https://www.mtminvest.com/
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 433 | 424 | decreased by9 |
| Apr 1, 2026 | AUM | $621,291,292 | $678,092,743 | increased by$56,801,451 |
| Apr 1, 2026 | Accounts | 1,029 | 1,033 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 8 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 386 | 433 | increased by47 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $477,634,044 | $621,291,292 | increased by$143,657,248 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 918 | 1,029 | increased by111 |
| Apr 1, 2022 | Clients | 360 | 386 | increased by26 |
| Apr 1, 2022 | AUM | $432,044,583 | $477,634,044 | increased by$45,589,461 |
| Apr 1, 2022 | Accounts | 909 | 918 | increased by9 |
| 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 “MTM INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MTM 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.