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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-14-2003
- Office Locations
- 1
Office Locations
About Cargile Investment Management
Cargile Investment Management is an independent RIA in Midland, TX providing investment management and financial planning for long-term goals—retirement planning, risk management, and wealth preservation. Led by Mickey Cargile, a nationally recognized financial and economic commentator, the firm has been featured in outlets like The Wall Street Journal and CNBC. Portfolios span ETFs and fixed income (Treasuries and munis) across retail and institutional clients.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
MICKEY RAY CARGILE
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #730664
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CHARLES ROSS GAINES JR
--
- CRD
- #1524626
KEITH WAYNE PARKER
Investment Advisor
- CRD
- #730668
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $394,568,839 | $1,236,893 |
| Non-Discretionary | $0 | -- |
| Total | $394,568,839 | $1,236,893 |
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Separately Managed Accounts
Total SMA Asset: $381,710,672
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | $1,903,379,477 | 22.9% |
| Public Funds | $531,948,849 | 6.4% |
| Municipal Bonds | $2,152,730,500 | 25.9% |
| Equity - Exchange | $1,030,650,896 | 12.4% |
| U.S. Government/Agency | $914,287,085 | 11.0% |
| Corporate - Investment Grade | $1,778,703,965 | 21.4% |
| Total | $8,311,700,772 | 100.0% |