Cargile Investment Management

Cargile Investment Management, Inc. is a registered investment adviser based in Midland, Texas, established in 1984 by Mickey Cargile. The firm offers portfolio management services tailored to clients' needs and investment objectives, with discretionary authority granted by clients. They primarily advise on Mutual Funds and ETFs, aiming to compensate clients for risks taken. The firm manages the Cargile Fund, seeking long-term capital appreciation. As of December 31, 2024, they had approximately $383,040,142 in discretionary assets under management for 152 clients. For portfolio management services, fees range from 0.10% to 2.0% annually based on assets under management. The minimum annual account fee is $1,500. Cargile Investment Management does not charge performance fees or provide side-by-side management. They offer services to individuals, high net worth individuals, pension plans, trusts, corporations, and more. The firm uses security analysis methods such as charting, fundamental analysis, and technical analysis. Clients are urged to vote their own proxies, and the firm has a Business Continuity Plan and Information Security Program in place. Cargile Investment Management maintains strict confidentiality and information security measures to protect clients' personal and financial information.