Martin & Company

Overview

Martin & Company is a newly formed limited liability company that registered with the SEC in 2026 and identifies itself as a capital allocator. The firm’s ownership is listed as a combination of a domestic entity and an individual. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and selection of other advisers. Fee arrangements are flexible and can include a percentage of assets under management, hourly charges, and fixed fees. The firm does not describe itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices