Fee-only adviser · Midland, TX
Cargile Investment Management
Cargile Investment Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Midland, Texas. On its latest Form ADV, filed March 24, 2026, it reports $395M in regulatory assets under management, 196 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 116982 · SEC file 801-64513 |
| Office | 415 West Wall Street Suite 2200 Midland, TX 79701 |
| Phone | (432) 617-1394 |
| Website | www.cargileinvestments.com |
| Regulatory assets under management | $395M |
| Individual clients | 138 non-high-net-worth, 58 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | March 24, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Midland
- Horizons Financial Planning $73M
- Beyond Balanced Financial Planning, LLC $27M
- Trinchera Investments, LLC Not reported
- Eight 31 Financial, LLC $532M
See all 5 fee-only advisers in Midland →
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