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CARGILE INVESTMENT MANAGEMENT

MIDLAND, TX · CRD 116982 · IAPD ↗ · cargileinvestments.com · 432-617-1394

$394.6MRegulatory AUM
1Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
2States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2025 — CARGILE INVESTMENT MANAGEMENT shrank from 3 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
64
April 2025 — CARGILE INVESTMENT MANAGEMENT reported RAUM up 33% ($288.6M -> $383.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.