# MTM Investment Management, LLC

> MTM Investment Management, LLC is an SEC-registered investment advisory firm in Spartanburg, SC, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 7, 2026.

- CRD: 297500
- Filed as: MTM INVESTMENT MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Spartanburg, SC
- Filing period: October 2026
- Form ADV filing dated: July 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297500
- AdvisorCensus page: https://advisorcensus.com/firm/mtm-investment-management-llc-spartanburg-sc-297500

## Quick answers

**How is MTM Investment Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), MTM Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is MTM Investment Management, LLC located?**
MTM Investment Management, LLC's principal office is in Spartanburg, SC, according to its Form ADV.

**Is MTM Investment Management, LLC registered with the SEC or a state?**
MTM Investment Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297500.

**How much does MTM Investment Management, LLC manage?**
MTM Investment Management, LLC reports $678,092,743 in regulatory assets under management in its Form ADV filing dated July 7, 2026 (94% discretionary).

**How have MTM Investment Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for MTM Investment Management, LLC: Regulatory assets under management: $432,044,583 in the October 2021 data and $678,092,743 in the October 2026 data, up 57%. Total employees: 6 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does MTM Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (238); individuals (other than high net worth individuals) (176); pension and profit sharing plans (but not the plan participants or government pension plans) (10).

**Which custodians does MTM Investment Management, LLC use?**
MTM Investment Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does MTM Investment Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297500

**Does MTM Investment Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 7, 2026 says: "MTM requires a minimum account size of $500,000 although this may be negotiable under certain circumstances."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated July 7, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> MTM requires a minimum account size of $500,000 although this may be negotiable under certain circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $678,092,743
- Discretionary: $639,119,872
- Non-discretionary: $38,972,871

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 176 | $43,270,173 |
| High net worth individuals | 238 | $614,307,378 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $17,981,252 |
| Charitable organizations | Fewer than 5 | $2,533,940 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, LA, NC, NY, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [mtminvest.com](https://mtminvest.com)
- LinkedIn @mtm-investment-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $432,044,583 | 6 | February 25, 2021 |
| October 2022 | $477,634,044 | 6 | May 11, 2022 |
| October 2023 | $451,255,466 | 8 | September 14, 2023 |
| October 2024 | $525,134,885 | 9 | March 15, 2024 |
| October 2025 | $621,291,292 | 8 | March 12, 2025 |
| October 2026 | $678,092,743 | 8 | July 7, 2026 |

Regulatory assets under management: $432,044,583 in the October 2021 data and $678,092,743 in the October 2026 data, up 57%.
Total employees: 6 in October 2021 and 8 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MTM Investment Management, LLC (CRD 297500): Form ADV filing data as of October 2026.