Charles Massiatte has been Partner, Director of Portfolio Management Services of Martin Capital Advisors since June 2025, is not listed as a control person, but directly owns under 5% of the firm. Charles Massiatte holds a Bachelor of Liberal Arts in extension studies from Harvard University and a Master of Liberal Arts in philosophy and theology from St. John's College.
Martin Capital Advisors, LLP is a San Antonio, TX firm with $182M under management, 84 clients and 8 advisers across 4 offices, as of its February 2026 filing.
Charles Massiatte is Partner of Martin Capital Advisors, LLP. He joined the firm after serving as a Financial Advisor and Assistant Vice President at Bank of America Merrill Lynch's Concord and La Cantera offices in San Antonio, Texas. He continues to lead and organize monthly Great Books seminars alongside Paul Martin through the San Antonio Public Library Foundation.
Charles Massiatte’s longest registration is the current one, 5 years at Martin Capital Advisors since 2021. Before joining Martin Capital Advisors in 2021, Charles Massiatte was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Martin Capital Advisors, LLPCurrent– present · 5 yearsSan Antonio, TX · Adviser representative · Firm CRD 108529
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 2 yearsSan Antonio, TX · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Charles Massiatte is registered as an investment adviser representative in Texas, since May 2021.
- TexasSince 7 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 7 February 2019 |
| Series 7TO | General Securities Representative Examination | 7 January 2019 |
| SIE | Securities Industry Essentials Examination | 4 December 2018 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Charles Anthony Massiatte
- CRD
- 6898823
- Firm
- Martin Capital Advisors · CRD 108529
- Role
- Partner, Director of Portfolio Management Services
- Office
- San Antonio, TX
- Registration
- Investment adviser registration
- In the industry since
- February 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- martincapital.com
Where does Charles Massiatte work?
Charles Massiatte has been Partner, Director of Portfolio Management Services of Martin Capital Advisors, LLP since June 2025.
Is Charles Massiatte a financial advisor?
Yes. Charles Massiatte has a current investment-adviser registration in Texas, through Martin Capital Advisors since May 2021.
How many years of experience does Charles Massiatte have?
Charles Massiatte has 7 years in the financial industry, since February 2019, across 2 adviser firms.
What exams has Charles Massiatte passed?
Charles Massiatte has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in December 2018.
Where did Charles Massiatte work before Martin Capital Advisors?
Before Martin Capital Advisors, Charles Massiatte was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, February 2019 to March 2021.
Where is Charles Massiatte based?
Charles Massiatte’s registered office is in San Antonio, TX.
Is Charles Massiatte registered with FINRA?
No. Charles Massiatte has no current broker registration.
How can I verify Charles Massiatte’s record?
Search CRD 6898823 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Massiatte’s full registration record.
