Martin Capital Management
RIAState Registered
Total AUM
$5.1M
Discretionary
$5.1M
100% of AUM
Avg account
$734K
Accounts
7
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 315155
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI99.51%
- Individuals0.49%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Martin Capital Management is a small, privately held investment adviser organized as an LLC that serves individual and family clients. The firm provides discretionary portfolio management for individuals and small businesses and also engages in selection of other advisers, indicating it acts as a capital allocator to third‑party managers. Its fee model includes a percentage of assets under management plus other fees. Martin Capital does not present itself as an active ESG investor and is not listed as a multi‑state 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
- Public Funds/Mutual Funds56%
- Exchange Traded Equities34%
- State & Local Bonds5%
- US Government Bonds4%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations