CRD: 297500
MTM Investment Management, LLC
Spartanburg, SC, 29302
8645827000
$678.1M Total AUM
$639.1M Disc. AUM
11.1% 3Y CAGR
8 Employees
424 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-20-2018
- Office Locations
- 1
Office Locations
812 East Main Street Spartanburg SC
About MTM Investment Management, LLC
MTM Investment Management, LLC is a Spartanburg-based RIA. The firm has been operating for 7 years. Managing $678.1M in total assets under management, with 5 advisory representatives. They custody assets with Raymond James. Services offered include Asset Management, Charitable Giving, Financial Planning.
Team overview
38 AVG AGE
$135.6M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
6.4 yrs AVG TENURE
8 Employees
5 Advisory Reps
5 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Focus Frontier ridge Matrix Value Fusion quantum Legacy matrix
Investment Themes
Zenith Radial ember Signal
Investment Vehicles
Beacon radial Vertex
Services
Harbor legacy Frontier bridge Pathway insight Catalyst bridge Value insight Pioneer
Owner & Executives
JOHN PENDLETON MOORE
Chief Compliance Officer, Investment Advisor, President
- CRD
- #6745393
- Ownership
- Less than 5%
(869) 399-9353
vector.wave@ridgecapital.com
in linkedin.com/in/wave-unison
DAVID CORDELL TAYLOR
Chief Executive Officer, Chief Investment Officer, Owner
- CRD
- #3238186
- Ownership
- Less than 5%
(863) 707-4039
signal.horizon@horizoncapital.com
in linkedin.com/in/catalyst-glacier
Showing 2 of 2 owners & executives
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JAMES VAN BURCHFIELD
Partner
- CRD
- #1227670
(211) 864-6547
momentum.summit@ridgecapital.com
in linkedin.com/in/oak-legacy
CHRISTOPHER QUINN SANTORO
Vice President
- CRD
- #7497310
(343) 272-5082
element.element@harborcapital.com
in linkedin.com/in/focus-north
E
Element meridian
Quantum crest
- CRD
- #71237
(311) 518-4468
zenith.atlas@atlascapital.com
in linkedin.com/in/legacy-eagle
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $639,119,872 | $648,195 |
| Non-Discretionary | $38,972,871 | $829,210 |
| Total | $678,092,743 | $656,431 |
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Separately Managed Accounts
Total SMA Asset: $678,092,743
Public Funds:
16.7% Equity - Exchange:
16.9% U.S. Government/Agency:
9.4% Corporate - Investment Grade:
7.0% Cash:
24.4% Municipal Bonds:
8.0% Other:
17.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $779,884,194 | 16.7% |
| Equity - Exchange | $789,224,124 | 16.9% |
| U.S. Government/Agency | $438,976,732 | 9.4% |
| Corporate - Investment Grade | $326,897,566 | 7.0% |
| Cash | $1,139,471,517 | 24.4% |
| Municipal Bonds | $373,597,219 | 8.0% |
| Other | $821,913,880 | 17.6% |
| Total | $4,669,965,232 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HARBOR VERTEX | FRONTIER PATHWAY | 9C83WYCQB | SYIUQ | 5.59% | $101,915,590 |
| OAK RADIAL | MOMENTUM DELTA | 8JYF58XWU | RMI | 12.19% | $117,977,657 |
| FOUNDATION CREST FOCUS | DELTA ATLAS | R326PWAM0 | OAE | 11.33% | $22,894,089 |
| QUANTUM CREST VECTOR | ELEMENT PATHWAY | WUEU2WGDF | XCQNZ | 12.00% | $67,504,144 |
| PEAK HARBOR | MERIDIAN FUSION | Z3KLYL1K7 | WUQUC | 8.85% | $45,171,230 |
| ZENITH OPTIMA HARBOR | VITAL MERIDIAN | DOTOTCSK6 | EJMSC | 4.28% | $70,136,847 |
| OPTIMA SIGNAL CAPITAL | CATALYST WAVE | LUN0TAIIB | DQW | 4.91% | $14,760,689 |
| BRIDGE NORTH | CAPITAL SUMMIT | F1G8W12ZH | BJZ | 6.39% | $1,864,468 |