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.
Name |
Location |
Years of experience |
|---|---|---|
Midland, TX
| 45
| |
Midland, TX
| 23
| |
Midland, TX
| 19
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)