MTM INVESTMENT MANAGEMENT, LLC
CRD #297500 SEC #801-113650 SPARTANBURG, SC 864-582-7000
SEC Registered
Total AUM
$621.3M
Discretionary
$569.4M
Employees
8
Clients
--
Accounts
1,029
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $621.3M | $569.4M | $51.9M | 8 | 0 |
| Mar 2024 | $525.1M | $472.7M | $52.5M | 9 | 0 |
| Sep 2023 | $451.3M | $401.2M | $50M | 8 | 0 |
| Mar 2023 | $451.3M | $401.2M | $50M | 8 | 0 |
| Nov 2022 | $477.6M | $426.1M | $51.6M | 6 | 0 |
| May 2022 | $477.6M | $426.1M | $51.6M | 6 | 0 |
| Mar 2022 | $477.6M | $426.1M | $51.6M | 6 | 0 |
| Feb 2021 | $432M | $382.3M | $49.7M | 6 | 0 |
| Jun 2020 | $290.7M | $258.7M | $32M | 5 | 0 |
| Jun 2020 | $290.7M | $258.7M | $32M | 5 | 0 |
| Mar 2020 | $195.6M | $160.2M | $35.4M | 3 | 0 |
| Feb 2020 | $195.6M | $160.2M | $35.4M | 3 | 0 |
| Feb 2019 | $161.6M | $129.3M | $32.2M | 3 | 0 |
| Oct 2018 | $163.1M | $130.3M | $32.9M | 3 | 0 |
| Jun 2018 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$621.3M
Discretionary$569.4M
Non-Disc.$51.9M
Employees8
Clients0
DateMar 2024
Total AUM$525.1M
Discretionary$472.7M
Non-Disc.$52.5M
Employees9
Clients0
DateSep 2023
Total AUM$451.3M
Discretionary$401.2M
Non-Disc.$50M
Employees8
Clients0
DateMar 2023
Total AUM$451.3M
Discretionary$401.2M
Non-Disc.$50M
Employees8
Clients0
DateNov 2022
Total AUM$477.6M
Discretionary$426.1M
Non-Disc.$51.6M
Employees6
Clients0
DateMay 2022
Total AUM$477.6M
Discretionary$426.1M
Non-Disc.$51.6M
Employees6
Clients0
DateMar 2022
Total AUM$477.6M
Discretionary$426.1M
Non-Disc.$51.6M
Employees6
Clients0
DateFeb 2021
Total AUM$432M
Discretionary$382.3M
Non-Disc.$49.7M
Employees6
Clients0
DateJun 2020
Total AUM$290.7M
Discretionary$258.7M
Non-Disc.$32M
Employees5
Clients0
DateJun 2020
Total AUM$290.7M
Discretionary$258.7M
Non-Disc.$32M
Employees5
Clients0
DateMar 2020
Total AUM$195.6M
Discretionary$160.2M
Non-Disc.$35.4M
Employees3
Clients0
DateFeb 2020
Total AUM$195.6M
Discretionary$160.2M
Non-Disc.$35.4M
Employees3
Clients0
DateFeb 2019
Total AUM$161.6M
Discretionary$129.3M
Non-Disc.$32.2M
Employees3
Clients0
DateOct 2018
Total AUM$163.1M
Discretionary$130.3M
Non-Disc.$32.9M
Employees3
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0