MARTIN & ASSOCIATES INVESTMENT ADVISORY SERVICES LLC

Overview

Martin & Associates Investment Advisory Services LLC is a small, equity-focused RIA that serves both individuals/families and institutional clients. The firm charges fees as a percentage of assets under management and combines traditional portfolio management for individuals and small businesses with pension consulting services. In addition to its advisory role, the firm operates as a registered representative of a broker-dealer and acts as an insurance broker, which influences the product mix it offers to clients. Investment activity is weighted heavily toward exchange-traded equities and ETFs, reflecting a preference for liquid, tradable instruments as the core of client portfolios. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser. Given its owner type is individual and its classification is unclassified, Martin & Associates appears to be a compact, practitioner-led advisory business that leans on broker-dealer and insurance relationships to access distribution and insurance products.

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