$84.6M Total AUM
$84.6M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Crest
- Established Date
- 01-02-1998
- Office Locations
- 1
Office Locations
-- College Station TX
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.
Team overview
-- AVG AGE
$84.6M AVG AUM / ADVISOR
$4.7M AVG AUM / CLIENT
11.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Matrix Matrix
Investment Themes
Summit prime Ridge radial
Investment Vehicles
Foundation
Services
Timber Value Legacy
Technology
Capital vertex
Owner & Executives
CHRISTOPHER GUY MARTIN
Chief Investment Officer, Owner
- CRD
- #2368905
- Ownership
- 75% or more
(833) 345-9260
delta.harbor@pioneercapital.com
in linkedin.com/in/vertex-radial
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $84,625,677
Equity - Exchange:
48.1% Public Funds:
25.9% Cash:
26.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,540,072,258 | 48.1% |
| Public Funds | $1,906,192,755 | 25.9% |
| Cash | $1,913,552,572 | 26.0% |
| Total | $7,359,817,585 | 100.0% |