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Robert McGregor, portrait

Robert McGregor

Investment adviser representative at Martin Capital Advisors in San Antonio, TX

Investment adviser registrationUpdated

Robert McGregor is an investment adviser representative at Martin Capital Advisors, LLP, an investment adviser managing $182M, and works from its San Antonio, TX office. Robert McGregor has been registered through Martin Capital Advisors since 30 September 2024, has 2 years in the industry across 1 firm and has passed the Series 65.

2
Years in industry
2
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Robert McGregor has been an investment adviser representative at Martin Capital Advisors since September 2024, and is not listed among the firm’s executive officers or direct owners. Robert McGregor holds a Bachelor of Arts in Economics and Philosophy from the University of Texas at San Antonio.

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.

Robert McGregor is an investment advisor representative of Martin Capital Advisors, LLP. Over the last 10 years, he has researched the debt, equity, derivatives and commodities markets while implementing technical strategies to invest in growth stocks. He limits downside risk through hedging with options.

  1. – present · 2 years
    San Antonio, TX · Adviser representative · Firm CRD 108529

Credentials and registrations

Investment adviser representative registrations

Robert McGregor is registered as an investment adviser representative in Texas, since September 2024.

  • TexasSince 30 September 2024

Examinations

Series 6528 September 2024
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Robert Garrett McGregor
CRD
7916194
Firm
Martin Capital Advisors · CRD 108529
Office
San Antonio, TX
Registration
Investment adviser registration
In the industry since
September 2024
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Robert McGregor work?

Robert McGregor is an investment adviser representative registered through Martin Capital Advisors, LLP since September 2024, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Robert McGregor a financial advisor?

Yes. Robert McGregor has a current investment-adviser registration in Texas, through Martin Capital Advisors since September 2024.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Robert McGregor have?

Robert McGregor has 2 years in the financial industry, since September 2024, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Robert McGregor passed?

Robert McGregor passed the Series 65 in September 2024.

Source: IAPD individual record, checked 22 October 2026

Where is Robert McGregor based?

Robert McGregor’s registered office is in San Antonio, TX.

Source: IAPD individual record, checked 22 October 2026

Is Robert McGregor registered with FINRA?

No. Robert McGregor has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Robert McGregor’s record?

Search CRD 7916194 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert McGregor’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Martin Capital Advisors

Sources

  1. IAPD individual record, CRD 7916194, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Martin Capital Advisors, LLP, filed 9 February 2026. Executive officers and direct owners; this person is not among them.
  3. Martin Capital Advisors team page. Biography, education, credentials, awards and the portrait, reproduced for identification.