Martin & Company

Overview

Martin & Company LLC is an independent registered investment adviser that began SEC registration in 2026. Organized as a limited liability company with domestic entity and individual ownership, the firm describes itself as a capital allocator serving individual and family clients. Its business model blends advisory services with accounting capabilities, and its fee arrangements include asset-based fees, hourly billing, and fixed fees. Advisory capabilities cover comprehensive financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting, and the selection of other advisers. The firm also identifies as an active ESG investor, indicating environmental, social, and governance criteria play a role in its investment and manager-selection processes.

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Location & Offices