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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CARGILE INVESTMENT MANAGEMENT

CARGILE INVESTMENT MANAGEMENT, INC., CRD 116982

MIDLAND, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1fbd2dd7-4146-54c7-b0ed-169022acf19e

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Mar 30, 2012 to Mar 24, 2026
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.8 fund_share=0.03 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $395MItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $395M
Private client RAUM: $316MderivedItem 5.D individuals plus high net worth individuals
Private client share: 80%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $132Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 319
Individual clients: 138
High net worth clients: 58
Custody, client assets: $278M
SEC number: 801-64513
CIK: 182148
CRD: 116982
Filings on the tape: 24
First filed: Mar 30, 2012
Latest filed: Mar 24, 2026
Organised: Corporation, TX
Website: cargileinvestments.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICKEY RAY CARGILE	n/a	MIDLAND, TX	23	45	1	no
CHARLES ROSS GAINES	n/a	MIDLAND, TX	22	25	1	no
KEITH WAYNE PARKER	n/a	MIDLAND, TX	14	45	5	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
CARGILE AGGRESSIVE INVESTMENT FUND, LP	Other Private Fund	$86,824	Mar 21, 2022	1	Mar 25, 2021	dropped	021-201116797

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CARGILE, MICKEY, RAY	PRESIDENT & CHIEF COMPLIANCE OFFICER	E	yes	07/2001	Mar 30, 2012	Mar 13, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$395M	$395M	3	1	0	n/a	n/a
2024	Mar 10, 2025	$383M	$383M	3	1	0	n/a	n/a
2023	Mar 13, 2024	$289M	$289M	3	3	0	n/a	n/a
2022	Mar 16, 2023	$281M	$281M	3	3	0	n/a	n/a
2021	Mar 21, 2022	$261M	$259M	3	2	0	1	$86,824
2020	Mar 25, 2021	$235M	$235M	3	3	0	1	$0
2019	Mar 26, 2020	$194M	$194M	3	3	0	n/a	n/a
2018	Mar 28, 2019	$124M	$124M	3	3	0	n/a	n/a
2017	Mar 6, 2018	$126M	$126M	3	3	0	n/a	n/a
2016	Mar 13, 2017	$126M	$126M	3	3	n/a	n/a	n/a
2015	Mar 7, 2016	$126M	$126M	3	3	n/a	n/a	n/a
2014	Mar 16, 2015	$132M	$132M	3	3	n/a	n/a	n/a
2013	Mar 25, 2014	$144M	$144M	3	3	n/a	n/a	n/a
2012	Mar 28, 2013	$127M	$127M	3	3	n/a	n/a	n/a
2011	Mar 30, 2012	$121M	$121M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$395M	$383M	3.0%	$281M	12.0%	3	3	0	0

Relationships

Registered with (4)

← KEITH WAYNE PARKERAdvisorregistration: previous registration
Apr 28, 2006 to Jun 22, 2007factForm ADV
← CHARLES ROSS GAINESAdvisorregistration: current employment
Mar 22, 2004 to presentfactForm ADV
← MICKEY RAY CARGILEAdvisorregistration: current employment
Jan 14, 2003 to presentfactForm ADV
← YVONNE MARIE REYESAdvisorregistration: previous registration
Apr 21, 2008 to Feb 7, 2012factForm ADV

Controls (1)

← CARGILE, MICKEY, RAYOwnerPRESIDENT & CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 30, 2012 to Mar 13, 2024factForm ADV

Advises (1)

→ CARGILE AGGRESSIVE INVESTMENT FUND, LPPrivate fundOther Private Fund, IA, no longer reported
Mar 25, 2021 to Mar 21, 2022factForm ADV

Dated events

Occurred
Jun 4, 2013
Succession filed (Item 4)
Cargile Investments reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1fbd2dd7-4146-54c7-b0ed-169022acf19e
First observed: Mar 30, 2012
Last observed: Mar 24, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CARGILE INVESTMENT MANAGEMENT

CARGILE INVESTMENT MANAGEMENT, INC., CRD 116982

MIDLAND, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1fbd2dd7-4146-54c7-b0ed-169022acf19e

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:25 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICKEY RAY CARGILE

n/a

MIDLAND, TX

CHARLES ROSS GAINES

n/a

MIDLAND, TX

KEITH WAYNE PARKER

n/a

MIDLAND, TX

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CARGILE AGGRESSIVE INVESTMENT FUND, LP

Other Private Fund

$86,824

Mar 21, 2022

Mar 25, 2021

dropped

021-201116797

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CARGILE, MICKEY, RAY

PRESIDENT & CHIEF COMPLIANCE OFFICER

yes

07/2001

Mar 30, 2012

Mar 13, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$395M

n/a

2024

Mar 10, 2025

$383M

n/a

2023

Mar 13, 2024

$289M

n/a

2022

Mar 16, 2023

$281M

n/a

2021

Mar 21, 2022

$261M

$259M

$86,824

2020

Mar 25, 2021

$235M

2019

Mar 26, 2020

$194M

n/a

2018

Mar 28, 2019

$124M

n/a

2017

Mar 6, 2018

$126M

n/a

2016

Mar 13, 2017

$126M

n/a

2015

Mar 7, 2016

$126M

n/a

2014

Mar 16, 2015

$132M

n/a

2013

Mar 25, 2014

$144M

n/a

2012

Mar 28, 2013

$127M

n/a

2011

Mar 30, 2012

$121M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$395M

$383M

3.0%

$281M

12.0%