A complete list of active advisors currently associated with Cargile Investment Management

Warmer can help you find a great advisor at Cargile Investment Management or one who fits your needs even better.

Cargile Investment Management provides discretionary portfolio management and related advisory services to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, registered investment companies, and state or municipal entities. As of December 31, 2025, the firm reported approximately $394,568,839 in discretionary assets under management across roughly 204 clients and serves as investment adviser to the Cargile Fund. The firm implements a strategic core-and-satellite asset allocation, primarily using mutual funds and exchange-traded funds, and offers five client-selected investment policy categories (Income; Growth; Moderate Growth; Income with Growth; Aggressive Growth). Cargile employs multiple analysis methods (charting, technical, fundamental, cyclical) and typically manages accounts on a discretionary basis to implement tactical and strategic allocations. Distinctive aspects include its role as adviser to an affiliated mutual fund — and the firm’s disclosure that it may invest client assets in that fund and has taken fee/waiver steps related to that arrangement — and the inclusion of state and municipal government entities among its client types, which is uncommon for similarly sized supported firms. The brochure also discloses a 2019 SEC administrative order (self-reported) concerning mutual fund share-class selection and 12b-1 fees, resulting in a cease-and-desist undertaking and disgorgement of $70,141.47, and notes that advisory personnel are licensed insurance agents who may earn separate commissions.

To learn more about the advisors currently working at Cargile Investment Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.