MARTONE CAPITAL MANAGEMENT, INC.

Overview

Martone Capital Management, Inc. is a small, client-focused RIA that provides portfolio management primarily for individuals and small businesses. The firm charges a percentage-of-AUM fee and reports a clear preference for listed equity exposure, allocating the largest portion of its managed assets to exchange-traded equities and ETFs. Filings show the business operates on a predominantly non-discretionary basis, meaning the firm typically provides advice and implements strategies only with client direction rather than exercising broad trade authority. Martone Capital is not identified as an active ESG investor and is not registered as a multi-state adviser. Investment activity centers on liquid, publicly traded instruments supplemented by third-party alternative fund allocations. The firm’s client base is individual and family investors, and its advisory work emphasizes tailored portfolio management rather than institutional mandates or pension consulting.

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Location & Offices