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CTM Financial
CTM Financial, LLC is a state-registered investment adviser with approximately $11 million in regulatory assets under management. The firm has 1 employee and...
Overview
CTM Financial, LLC is a state-registered investment adviser with approximately $11 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Principals
Charles T. Munger Jr.
Principal
Sector focus
Frequently asked questions
Who runs CTM Financial?
Charles T. Munger Jr. runs CTM Financial. He is the son of the late Charles T. Munger Sr., the longtime vice chairman of Berkshire Hathaway. The office operates with a lean structure, avoiding the large professional staffs typical of institutional allocators.
What is the relationship between CTM Financial and Berkshire Hathaway?
CTM Financial manages the personal family wealth of the Mungers, separate from Berkshire Hathaway. While the wealth is derived from Berkshire equity accumulated by Charles T. Munger Sr., the office is an independent entity. It does not manage Berkshire corporate assets or represent the company in any capacity.
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