MARTIN CAPITAL ADVISORS, LLP
Adviser information for MARTIN CAPITAL ADVISORS, LLP last updated from Form ADV on March 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Partnership |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Texas, United States |
Employees
Total Number of Employees | 8 |
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Investment Advisory/Research | 8 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 8 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 74 | $118.5M |
Non-Discretionary | 6 | $6.5M |
Total | 80 | $125.0M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 36 | $11.0M |
HNW Individuals | 43 | $109.6M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 1 | $4.4M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 1-10 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
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Compensation | % of AUM |
Principal Office
1100 NE LOOP 410, #300SAN ANTONIO
TX
United States
Monday - Friday, BY APPOINTMENT
Tel: 210-694-2100, Fax: 210-694-2130
Chief Compliance Officer
CARMEN DARBY IVINS
PARTNER, CHIEF COMPLIANCE OFFICER
1100 NE LOOP 410, #300
SAN ANTONIO
TX
United States
Tel:
210-694-2100
Fax:
210-694-2130
D****@****************M
(Full email address available in API data)
Regulatory Contact
PAUL MARTIN
MANAGING PARTNER
1100 NE LOOP 410, #300
SAN ANTONIO
TX
United States
Tel:
210-694-2100
Fax:
210-694-2130
P***@****************M
(Full email address available in API data)
Industry Affiliates
CGM INVESTMENT MANAGEMENT | Other investment adviser, including financial planners |
PORTAFOLIO CAPITAL MANAGEMENT | Other investment adviser, including financial planners |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
REDDY, V., SREENATH | Individual | – | PARTNER | 01/2010 | < 5% |
MARTIN, PAUL, BRYCE | Individual | – | MANAGING PARTNER | 01/1999 | > 75% |
Ivins, Carmen, Darby | Individual | – | PARTNER, CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | 01/2018 | < 5% |
Sanchez, Mauricio | Individual | – | PARTNER | 01/2019 | < 5% |
KRUEGER, COLTON, MATTHEW | Individual | – | PARTNER | 04/2019 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 30th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
APPLE INC | COM | 30M | 140K | – |
INTUITIVE SURGICAL INC | COM NEW | 9M | 19K | – |
INVESCO QQQ TR | UNIT SER 1 | 7M | 15K | – |
NVIDIA CORPORATION | COM | 7M | 57K | – |
VANGUARD INDEX FDS | TOTAL STK MKT | 6M | 21K | – |
MASTERCARD INCORPORATED | CL A | 4M | 9K | – |
COSTCO WHSL CORP NEW | COM | 4M | 4K | – |
INTUIT | COM | 4M | 6K | – |
WILLIAMS SONOMA INC | COM | 3M | 12K | – |
LAM RESEARCH CORP | COM | 3M | 3K | – |
VISA INC | COM CL A | 3M | 11K | – |
ALPHABET INC | CAP STK CL A | 3M | 15K | – |
STARBUCKS CORP | COM | 2M | 32K | – |
ORACLE CORP | COM | 2M | 17K | – |
EDWARDS LIFESCIENCES CORP | COM | 2M | 25K | – |
CHIPOTLE MEXICAN GRILL INC | COM | 2M | 37K | – |
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 2M | 29K | – |
BLOCK INC | CL A | 2M | 33K | – |
SCHWAB CHARLES CORP | COM | 2M | 28K | – |
TEXAS INSTRS INC | COM | 2M | 10K | – |
IDEXX LABS INC | COM | 2M | 4K | – |
TRACTOR SUPPLY CO | COM | 2M | 7K | – |
TREX CO INC | COM | 2M | 25K | – |
ISHARES TR | ISHARES BIOTECH | 2M | 13K | – |
BLACKROCK INC | COM | 2M | 2K | – |
MORNINGSTAR INC | COM | 1M | 4K | – |
GODADDY INC | CL A | 1M | 9K | – |
U S PHYSICAL THERAPY | COM | 1M | 13K | – |
DAVITA INC | COM | 1M | 9K | – |
ADOBE INC | COM | 1M | 2K | – |
LANTHEUS HLDGS INC | COM | 938K | 12K | – |
SPDR S&P 500 ETF TR | TR UNIT | 929K | 2K | – |
STRYKER CORPORATION | COM | 885K | 3K | – |
ALPHABET INC | CAP STK CL C | 879K | 5K | – |
DICKS SPORTING GOODS INC | COM | 874K | 4K | – |
NASDAQ INC | COM | 799K | 13K | – |
ISHARES TR | RUSSELL 3000 ETF | 732K | 2K | – |
LULULEMON ATHLETICA INC | COM | 717K | 2K | – |
QUALCOMM INC | COM | 702K | 4K | – |
CATERPILLAR INC | COM | 687K | 2K | – |
INTERCONTINENTAL EXCHANGE IN | COM | 657K | 5K | – |
AMAZON COM INC | COM | 613K | 3K | – |
CISCO SYS INC | COM | 611K | 13K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 571K | 1K | – |
INTEL CORP | COM | 567K | 18K | – |
PAYPAL HLDGS INC | COM | 548K | 9K | – |
CROWDSTRIKE HLDGS INC | CL A | 516K | 1K | – |
ISHARES TR | CORE S&P MCP ETF | 467K | 8K | – |
QUEST DIAGNOSTICS INC | COM | 430K | 3K | – |
APPLIED MATLS INC | COM | 408K | 2K | – |
LOWES COS INC | COM | 400K | 2K | – |
ENPHASE ENERGY INC | COM | 396K | 4K | – |
TOLL BROTHERS INC | COM | 352K | 3K | – |
EAGLE MATLS INC | COM | 345K | 2K | – |
TEXAS ROADHOUSE INC | COM | 343K | 2K | – |
EBAY INC. | COM | 323K | 6K | – |
WINNEBAGO INDS INC | COM | 314K | 6K | – |
DIAMOND HILL INVT GROUP INC | COM NEW | 279K | 2K | – |
DOMINOS PIZZA INC | COM | 278K | 539 | – |
GENERAC HLDGS INC | COM | 276K | 2K | – |
BANK NEW YORK MELLON CORP | COM | 276K | 5K | – |
IPG PHOTONICS CORP | COM | 271K | 3K | – |
CBOE GLOBAL MKTS INC | COM | 257K | 2K | – |
ADVANCED MICRO DEVICES INC | COM | 250K | 2K | – |
ZOETIS INC | CL A | 213K | 1K | – |
ISHARES TR | ISHS 1-5YR INVS | 203K | 4K | – |