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. The firm is registered with the SEC (registered in 2021) and serves both individual and family clients as well as institutional accounts. Its advisory services emphasize financial planning and portfolio management for individuals, small businesses, and institutions, and it charges fees based on a percentage of assets under management. The firm reports an owner structure of an individual owner and identifies as not being a capital allocator or pension consultant; it does not list ESG investing as an active program.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$24.3M in ETFs
100%
$24.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $9.8M | 13,286 | 40.44% |
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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