Mtm Investment Management, LLC
● SEC registered since 2018CRD 297500SEC# 801-113650Spartanburg, SC
Reg. AUM
$678.1M
Employees
8
Accounts
1,033
Location
Spartanburg, SC
Mtm Investment Management, LLC assets under management
Mtm Investment Management, LLC is an SEC-registered investment adviser based in Spartanburg, SC. The firm has been registered since 2018. It reports $678.1 million in regulatory assets under management and employs 8 people.
Mtm Investment Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| D.c. Taylor & Co., LLC Control | Owner | 50-75% | 2018 |
| David Cordell Taylor Control | Chief Executive Officer, Chief Investment Officer | Under 5% | 2018 |
| John Pendleton Moore Control | Chief Compliance Officer, President | Under 5% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Mtm Investment Management, LLC manage?
Mtm Investment Management, LLC reports $678.1 million in regulatory assets under management on its Form ADV.
How many employees does Mtm Investment Management, LLC have?
Mtm Investment Management, LLC reports 8 employees.
Where is Mtm Investment Management, LLC located?
Mtm Investment Management, LLC is based in Spartanburg, SC and has been SEC-registered since 2018.
Does Mtm Investment Management, LLC disclose fund performance?
Mtm Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 812 East Main Street, Spartanburg, SC 29302 |
| Phone | 864-582-7000 |
| Fax | 864-582-5135 |
| Office hours | 9:00 a.m. - 4:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$678.1M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$678.1Mregulatory AUM
Discretionary $639.1MNon-discretionary $39M