# CTM Financial

CTM Financial is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 124458
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/124458

## About

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.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds

## People

- Charles T. Munger Jr. — Principal

## 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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Last updated: 2026-07-06T01:24:14.985Z

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