Martin Capital Advisors, LLP
Firm details
- Headquarters
- San Antonio, Texas
- CRD number
- 108529
- Registered since
- July 28, 2021
- Website
- www.martincapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.04%
- Individuals4.12%
- Charitable Organizations2.84%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Martin Capital Advisors, LLP is an independent registered investment adviser organized as a limited liability partnership and registered with the SEC in 2021. The firm serves both individual and family clients as well as institutional accounts, charging fees as a percentage of assets under management. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and institutional or business clients. The firm does not identify as an active ESG investor and is not a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- US Government Bonds5%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3
Carmen Barncord
Partner & Chief Compliance OfficerCRD 6599190
Paul Martin
Chief Investment Officer & Managing PartnerCRD 1329697
Christopher Martin
Owner, Chief Investment OfficerCRD 2368905
Contacts
3 of 6
Christopher Phillips
Associate Investment AdvisorCRD 6702219
Colton Krueger
PartnerCRD 6134251
Robert McGregor
Investment AdvisorCRD 7916194
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$24M in ETFs
100%
$24M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $9.8M | 13,283 | 40.79% |
Location
San Antonio, TX
Bexar
Location
San Antonio, TX
Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- Bexar
- Address
- 40 Ne Loop 410
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Cornermen Financial, LLC
RIASan Antonio, TX
Scaleworks Capital, LLC
RIASan Antonio, TX
Robinson Value Management, Ltd.
RIASan Antonio, TX
Graystreet Partners
RIASan Antonio, TX
Money Managers, Inc.
RIASan Antonio, TX
Reliance Wealth Management
RIASan Antonio, TX