MTM INVESTMENT MANAGEMENT, LLC

SPARTANBURG, South Carolina·2 registered advisors·CRD# 297500

SEC# 801-1136500864-582-7000

01

Firm Overview

AUM

$525M

Regulatory assets under management

Employees

9

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

03

Specialties

Investment Management Fee-Only Advisory

04

Advisors at MTM INVESTMENT MANAGEMENT, LLC

2 registered advisors

David Cordell Taylor

SPARTANBURG, South Carolina

John Pendleton Moore

SPARTANBURG, South Carolina

05

Office Locations

SPARTANBURG, South Carolina

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Data sourced from SEC Form ADV filings. MTM INVESTMENT MANAGEMENT, LLC (CRD# 297500) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.