MARTIN CAPITAL ADVISORS, LLC
Adviser information for MARTIN CAPITAL ADVISORS, LLC last updated from Form ADV on September 25th, 2023. 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 Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 0 | $0 |
| Total | 0 | $0 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| 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 | 0 | $0 |
| 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 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-128739 |
|---|---|
| SEC ERA File Number | 801-128739 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 327637 |
| Legal Entity Identifier | None |
Principal Office
981 HIGHWAY 98ESUITE 3289
DESTIN
FL
United States
Monday - Friday, 8A-5P
Tel: 501-213-6070, Fax: None
Chief Compliance Officer
GUILLERMO ARAGON
981 HIGHWAY 98E
SUITE 3289
DESTIN
FL
United States
Tel:
415-685-3488
G********@*********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| MARTIN CAPITAL GROWTH OPPORTUNITY FUND, LP | Private Equity Fund | $0.0M | $1.0M | 1 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MARTIN CAPITAL, INC. | Foreign Entity | – | OWNER | 11/2022 | > 75% |
| HARRIMAN & STRONG, LLC | Domestic Entity | MARTIN CAPITAL, INC. | OWNER | 12/2018 | 50-75% |
| ARAGON, GUILLERMO, J | Individual | – | CCO | 08/2023 | < 5% |
| THE MARTIN FOUNDATION, INC. | Domestic Entity | HARRIMAN & STRONG, LLC | OWNER | 12/2020 | |
| MARTIN HOLDINGS, LLC | Domestic Entity | HARRIMAN & STRONG, LLC | OWNER | 12/2020 | > 75% |
| THE MARTIN FAMILY TRUST | Domestic Entity | MARTIN HOLDINGS, LLC | OWNER | 12/2020 | > 75% |
| SOUTH DAKOTA TRUST COMPANY | Domestic Entity | THE MARTIN FAMILY TRUST | TRUSTEE | 12/2020 | > 75% |