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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-02-1998
- Office Locations
- 1
Office Locations
About CGM Investment Management
CGM Investment Management is a Texas-based investment advisory firm serving retail clients with portfolio construction and wealth planning, including insurance planning. Its investment approach emphasizes active management and asset allocation, primarily using ETFs and public funds. The firm’s website also notes that the CGM Focus, CGM Mutual, and CGM Realty Funds were terminated and liquidated in 2022.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 18 clients, or 18 clients per representative. That equates to $4.7M in reported AUM per client.
The profile lists 1 reported office location and 28 years in operation. The source data was last updated on February 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full CGM Investment Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHRISTOPHER GUY MARTIN
Chief Investment Officer, Owner
- CRD
- #2368905
- Ownership
- 75% or more
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,625,677 | -- |
| Non-Discretionary | $0 | -- |
| Total | $84,625,677 | -- |
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Separately Managed Accounts
SMA allocation detail is available
CGM Investment Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.