Cargile Investment Management

Overview

Headquarters

Midland, TX

Total Firm Assets

$395 million

Average High-Net-Worth Client Portfolio Size

$5.1 million

Fee Disclosure

Source: ADV PART 2A (2026-03-24) · View brochure text

Stated Minimum Annual Fee: $1,500

Estimated Annual Advisory Fees

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets

74.59%

Number of High-Net-Worth Clients

58

Total Client Accounts

319

Discretionary Accounts

319

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number

116982

• ADV PART 2A (2026-03-24) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions