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.

Eight 31 Financial, LLC, established in Midland, TX, offers discretionary investment advisory services through its Wrap Program, charging an annual fee based on assets under management. The fee structure is tiered, ranging from 1.25% for accounts valued over $25 million to 2.00% for accounts under $5 million. The firm's investment advisory fee is negotiable based on various factors. Clients have access to investment professionals to discuss their accounts and can amend discretionary authority limitations. There is no minimum annual fee, except for assets managed via the Pontera platform, subject to a $2,500 minimum fee. The Wrap Fee Agreement is terminable with a pro-rated refund. The firm primarily uses long-term purchases, short-term purchases, and trading strategies, with potential risks outlined, including market, interest-rate, and liquidity risks. Clients are responsible for promptly notifying the firm of any changes in their financial situation or investment objectives. The firm does not vote client proxies and maintains a Code of Ethics to prevent the misuse of material non-public information. The firm does not compensate individuals for client referrals and does not solicit fees exceeding $1,200 in advance. The firm's Principal and Chief Compliance Officer are available for any client inquiries.