Martin Capital Management

RIASEC Registered
Total AUM
$5.1M
Discretionary
$5.1M
100% of AUM
Avg account
$734K
Accounts
7
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
315155
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Other
Client types
  • HNWI99.51%
  • Individuals0.49%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Martin Capital Management is a small, privately held investment adviser organized as an LLC that serves individual and family clients. The firm provides discretionary portfolio management for individuals and small businesses and also engages in selection of other advisers, indicating it acts as a capital allocator to third‑party managers. Its fee model includes a percentage of assets under management plus other fees. Martin Capital does not present itself as an active ESG investor and is not listed as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 56%, Exchange Traded Equities 34%, State & Local Bonds 5%, US Government Bonds 4%, Cash & Cash Equivalents 1%56%
  • Public Funds/Mutual Funds56%
  • Exchange Traded Equities34%
  • State & Local Bonds5%
  • US Government Bonds4%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Bertram Martin

    Chief Executive OfficerCRD 5621276

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth