Martino Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 329648
- Website
- wave8capital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI59.1%
- Individuals40.9%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Martino Capital, LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients and charges fees based on a percentage of assets under management. Its advisory work spans financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of third‑party advisers. Martino Capital acts as a capital allocator and uses outside managers for some client mandates. The firm does not identify as an active ESG investor.
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 Equities65%
- Public Funds/Mutual Funds10%
- US Government Bonds5%
- State & Local Bonds5%
- Investment Grade Corp Bonds5%
Owners & executives
2 of 2
Thomas Martino
Co-Founder and Chief Executive OfficerCRD 7649709
Patrick Jolliffe
Chief Compliance OfficerCRD 2531902
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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