MARTIN & COMPANY INVESTMENT COUNSEL

RIASEC RegisteredEst. 1998
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$6.3M
Accounts
260
Employees
6
Advisory reps
13

Firm details

Headquarters
KNOXVILLE, Tennessee
CRD number
108718
Registered since
January 2, 1998
Website
www.martin-co.com
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, FIRST FOUNDATION BANK, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • Corporations / Businesses70.53%
  • HNWI19.45%
  • Insurance Companies3.34%
  • Charitable Organizations2.88%
  • Banking / Thrift Institutions2.01%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Martin & Company Investment Counsel is a privately held corporation that has been SEC-registered since 1998. The firm serves both individual and family clients as well as institutional investors, charging fees as a percentage of assets under management. Its stated advisory services focus on portfolio management for individuals/small businesses and for businesses or institutions. Martin & Company does not present itself as a capital allocator or as a multi-state adviser, and it does not list active ESG investing as part of its approach. The firm maintains industry relationships across broker-dealers, other investment advisers, banking or thrift institutions, and insurance companies.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 39%, Exchange Traded Equities 30%, US Government Bonds 16%, Public Funds/Mutual Funds 8%, State & Local Bonds 4%, Non-Investment Grade Corp Bonds 2%, Cash & Cash Equivalents 2%39%
  • Investment Grade Corp Bonds39%
  • Exchange Traded Equities30%
  • US Government Bonds16%
  • Public Funds/Mutual Funds8%
  • State & Local Bonds4%

Owners & executives

1 of 1

  • MICHAEL HOLT

    President, CEO and Portfolio ManagerCRD 1612259

Contacts

3 of 12

  • JOSEPH BREWER

    Vice President, Fixed Income SpecialistCRD 4778322

  • BENJAMIN DAVIS

    Assistant Portfolio ManagerCRD 6421467

  • DARREN WILLIAMS

    Senior Vice President and Portfolio Manager​CRD 4778372

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 48

Active vs passive

$530M in ETFs

Passive

100%

$530M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES TIPS BOND ETF (TIP)BlackRockPassiveInflation Protected Bond$72.2M654,20513.63%
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Location

Primary office

KNOXVILLE, TN

KNOX

Location

KNOXVILLE, TN

Headquartered in KNOXVILLE, TN, anchoring the Knoxville-Morristown-Sevierville, TN metro in the South.

Metro area
Knoxville-Morristown-Sevierville, TN
Region
South
County
KNOX
Address
2 Ctr Sq Suite 200 S Gay St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth