Martin & Company Investment Counsel

RIASEC RegisteredEst. 1998

Total AUM

$1.7B

Discretionary

$1.7B

100% of AUM

Avg account

$6.3M

Accounts

260

Employees

Advisory reps

Firm details

Headquarters: Knoxville, Tennessee
CRD number: 108718
Registered since: January 2, 1998
Website: www.martin-co.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, FIRST FOUNDATION BANK, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: Corporations / Businesses70.53%
HNWI19.45%
Insurance Companies3.34%
Charitable Organizations2.88%
Banking / Thrift Institutions2.01%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Martin & Company Investment Counsel is a corporation that has operated as an SEC-registered investment adviser since 1998. It serves both individual/family clients and institutional accounts, charging fees as a percentage of assets under management and delivering portfolio management for individuals, small businesses, and institutions. The firm classifies itself as an institutional RIA rather than a capital allocator and does not describe itself as an active ESG investor or a multi-state adviser. Its business relationships extend beyond pure advisory work: the firm maintains industry ties with broker-dealers, other investment advisers, banking or thrift institutions, and insurance companies. Ownership is recorded as a domestic entity with individual ownership. The firm's advisory focus is primarily discretionary portfolio management.