MARTIN CAPITAL ADVISORS, LLP
Firm details
- Headquarters
- SAN ANTONIO, Texas
- CRD number
- 108529
- Registered since
- July 28, 2021
- Website
- www.martincapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.04%
- Individuals4.12%
- Charitable Organizations2.84%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Martin Capital Advisors, LLP is an independent registered investment adviser organized as a limited liability partnership and SEC-registered in 2021. The firm serves both individual and family clients as well as institutional accounts and charges fees based on a percentage of assets under management. Its advisory services center on financial planning and discretionary portfolio management for individuals, small businesses, and institutions. The firm identifies as an equity-oriented manager and does not characterize itself as an active ESG investor or a capital allocator.
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
- Exchange Traded Equities94%
- US Government Bonds5%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3CARMEN BARNCORD
Partner & Chief Compliance OfficerCRD 6599190
PAUL MARTIN
Chief Investment Officer & Managing PartnerCRD 1329697
CHRISTOPHER MARTIN
Owner, Chief Investment OfficerCRD 2368905
Contacts
3 of 6Christopher Phillips
Associate Investment AdvisorCRD 6702219
COLTON KRUEGER
PartnerCRD 6134251
Robert McGregor
Investment AdvisorCRD 7916194
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$20.4M in ETFs
100%
$20.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $7.7M | 13,355 | 37.72% |
Location
SAN ANTONIO, TX
BEXAR
Location
SAN ANTONIO, TX
Headquartered in SAN ANTONIO, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- BEXAR
- Address
- 40 NE Loop 410
- Time zone
- CT (UTC-6)
- Office locations
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