Mtm Investment Management, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 297500
- SEC number
- 801-113650
- Firm type
- RIA
- Assets under management
- $678.1M as of Mar 30, 2026
- Website
- www.linkedin.com/company/mtm-investment-management ↗
- Phone
- 864-582-7000
- Address
- 812 East Main Street, Spartanburg, SC, 29302
Advisors at this firm
5 in our index · page 1 of 1
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James Van BurchfieldCRD 1227670 · Spartanburg, SCIA RegisteredRegistration inactive
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John Pendleton MooreCRD 6745393 · Spartanburg, SCIA Registered
-
Christopher Quinn SantoroCRD 7497310 · Spartanburg, SCIA Registered
-
David Cordell TaylorCRD 3238186 · Spartanburg, SCIA Registered
-
Joseph Holmes TowsonCRD 845932 · Spartanburg, SCIA RegisteredRegistration inactive
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 297500 ↗
FINRA BrokerCheck record for firm CRD 297500 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.