MTM Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$657,577,551
Clients
414
Advisors
5
of 8 employees
About
MTM Investment Management provides investment advisory services to families, individuals, trusts, and retirement plan sponsors and participants, managing accounts on both a discretionary and non‑discretionary basis through Independent Clearing Accounts and, in limited cases, a sub‑advisory wrap program. The firm also delivers retirement‑plan consulting and participant education, including plan committee training, enrollment meetings, and plan search support.
MTM develops a customized Financial Profile and Investment Plan for each client and generally pursues long‑term strategies, using fundamental, technical and cyclical analysis to identify equity opportunities and constructing structured fixed‑income portfolios to meet client income needs. The firm typically incorporates financial planning components into its advisory relationships rather than billing planning as a separate, standalone service.
Distinctive aspects include a related‑party administrative arrangement involving an entity that provides services to a private investment fund (the Celo Fund); to mitigate that conflict, MTM discloses that it will not charge its advisory fee on client assets invested in that fund. MTM also commonly recommends Raymond James as custodian and participates in its institutional platform, receiving non‑cash services and technology that it discloses may create incentives when directing brokerage.
Client services
Expertise
Fee options
On occasion, may agree to fixed fee arrangements (minimum $1,000 annually)
$0 - $1,500,000: 1.00% annually $1,500,001 - $2,500,000: 0.75% annually $2,500,001 - $5,000,000: 0.60% annually $5,000,001 - $7,000,000: 0.50% annually $7,000,001+: 0.375% annually
Account minimum: $500,000 Minimum fee: $1,000 minimum annual fixed fee for ICA accounts Fee-only: Fees based on percentage of assets under management, no commissions
Main office
812 East Main Street
Spartanburg SC 29302
Advisors at this office
5
Most active in
Florida · Georgia · Louisiana · New York · North Carolina · South Carolina · Tennessee · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
David T
CFP®, Series 66
Spartanburg, SC
MTM Investment Management, LLC
David Taylor is a CFP® and holds the Series 66 designation with 24 years of industry experience. He has worked at MTM Investment Management, LLC since 2018 and previously at Mcham Taylor & Co. from 2010 to 2018. Taylor manages a holding company and serves on the investment committee for Spartanburg Day School. MTM Investment Management, LLC provides investment advisory services to families, individuals, trusts, and retirement plan sponsors, offering customized financial profiles and long-term investment strategies. The firm integrates financial planning into advisory relationships and provides retirement plan consulting and participant education.
John M
Series 65
Spartanburg, SC
MTM Investment Management, LLC
John Moore is a Series 65 licensed advisor with nine years of industry experience. He is currently with MTM Investment Management, LLC in Spartanburg, SC, where he has worked since 2018. Prior to that, he was with McHam Taylor & Co. and served as a Spartanburg County Magistrate. Moore is a minority shareholder in a food distribution business and manages an entity providing administrative services to a private investment fund. MTM Investment Management provides advisory services to families, individuals, trusts, and retirement plan sponsors, emphasizing customized financial profiles and long-term investment strategies. The firm integrates financial planning with portfolio management and offers retirement-plan consulting and participant education.
James B
Series 63, Series 65
Spartanburg, SC
MTM Investment Management, LLC
James Burchfield is a financial advisor at MTM Investment Management, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Foster, Towson and Company, Inc. and Raymond James Financial. MTM Investment Management provides investment advisory services to families, individuals, trusts, and retirement plan sponsors, focusing on customized financial profiles and long-term investment strategies that incorporate fundamental, technical, and cyclical analysis. The firm also offers retirement-plan consulting and participant education as part of its comprehensive advisory approach.
Christopher S
Series 65
Spartanburg, SC
MTM Investment Management, LLC
Christopher Santoro is a financial advisor at MTM Investment Management, LLC in Spartanburg, SC, holding a Series 65 designation with four years of industry experience. He previously worked at AM Partners, LLC and Johnson Development Associates before joining MTM in 2022. MTM Investment Management provides investment advisory services to families, individuals, trusts, and retirement plan sponsors, offering customized financial profiles and investment plans. The firm combines fundamental, technical, and cyclical analysis to manage equity and fixed-income portfolios and incorporates financial planning within its advisory relationships.
Joseph T
Series 63
Spartanburg, SC
MTM Investment Management, LLC
Joseph Towson is a financial advisor at MTM Investment Management, LLC with 48 years of industry experience. He holds a Series 63 designation and has held roles at Raymond James Financial and Foster, Towson and Company, Inc. Outside of finance, he is an author of an illustrated children's book and manages agricultural activities including beekeeping and honey sales. MTM Investment Management provides advisory services to families, individuals, trusts, and retirement plan sponsors, focusing on customized financial profiles and long-term investment strategies. The firm combines fundamental, technical, and cyclical analysis to identify equity opportunities and constructs fixed-income portfolios designed to meet client income needs.
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