CARGILE INVESTMENT MANAGEMENT, INC.
DBA: CARGILE INVESTMENT MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $394.6M |
| Discretionary | $394.6M100% of AUM |
| Client Accounts | 319 |
| Avg Account Size | $1.2M |
| Employees | 3 |
| Peak AUM | $394.6MMar 2026 |
| AUM CAGR | +11.4% /yrover 21 yrs · 47 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $395M | +3.0% | +12.0% | +10.9% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $394.6M |
| Discretionary | $394.6M |
| Employees | 3 |
| Client Accounts | 319 |
Contact & Location
Address
415 WEST WALL STREET
MIDLAND TX 79701
Phone
432-617-1394
Filing History
47 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$395M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Pension Plans
Corporations
Government
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported