Martin Capital Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 1–10 clients last fiscal year.
Martin Capital Advisors reports 84 clients. They include 56 high-net-worth individuals, 26 individual clients and 2 charitable organizations. Of its assets, 95.3% ($173M across 77 accounts) are managed with discretion; $8.5M across 7 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 31% | 4% |
| High-net-worth individuals | 67% | 93% |
| Charitable organizations | 2% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 26 | $7.5M | 4.1% | $288K |
| High-net-worth individuals | 56 | $169M | 93.0% | $3.02M |
| Charitable organizations | 2 | $5.16M | 2.8% | $2.58M |
| Total | 84 | $182M | 100% | $2.17M |
- Clients
- 26
- Regulatory AUM
- $7.5M
- AUM share
- 4.1%
- Avg. per client
- $288K
- Clients
- 56
- Regulatory AUM
- $169M
- AUM share
- 93.0%
- Avg. per client
- $3.02M
- Clients
- 2
- Regulatory AUM
- $5.16M
- AUM share
- 2.8%
- Avg. per client
- $2.58M
Total
- Clients
- 84
- Regulatory AUM
- $182M
- AUM share
- 100%
- Avg. per client
- $2.17M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Martin Capital Advisors charges 0.50%–1.00% a year for its Standard fee schedule. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$5M | 0.75% |
| $5M and above | 0.50% |
Fee details and sources
Paul Martin owns 75% or more of Martin Capital Advisors. The leadership team of Martin Capital Advisors includes Chief Compliance Officer Carmen Barncord. It has 9 employees, 8 of them in advisory roles.
Staff
- 9 employees
- 8 in advisory functions
- 8 state-registered reps
- Owns 75% or more of Martin Capital Advisors, LLP
Paul Martin
Control person · since January 1999
Martin Capital Advisors’ regulatory assets grew from $136M (June 2021) to $182M (February 2026); clients rose from 63 to 84 and employees fell from 11 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $182M | 84 | 9 | 4 |
| Jul 2025July 2025 | $167M | 82 | 10 | 4 |
| May 2024May 2024 | $125M | 80 | 8 | 4 |
| Feb 2023February 2023 | $103M | 73 | 8 | 4 |
| Mar 2022March 2022 | $170M | 74 | 10 | 4 |
| Jun 2021June 2021 | $136M | 63 | 11 | 2 |
Besides its headquarters, Martin Capital Advisors has 3 offices (3 private residences, listed without an address), with 1 listed address in 1 state.
Texas · 1 listed address
- 40 Ne Loop 410, #602, San AntonioHQ
Contact and registration details
- Legal name
- Martin Capital Advisors, LLP
- Headquarters
- 40 Ne Loop 410, #602, San Antonio, TX 78216
- Website
- martincapital.com
- Phone
- 210-694-2100
- @martin-capital-advisors-llp
- SEC file
- 801-121876
- Structure
- Texas limited liability partnership
- Fiscal year end
- December
Martin Capital Advisors’ named custodian for separately managed accounts is Charles Schwab ($182M). Martin Capital Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $182M100%
At year end, Martin Capital Advisors’ separately managed accounts were mostly in stocks (94%). Its reported 13F holdings for the quarter ended 30 June 2026 total $191M across 77 positions; the largest are Apple Inc. (20.8%), Nvidia Corporation (7.4%) and Lam Research Corp. (6.2%).
What the accounts hold
- Stocks94%
- Bonds5%
- Cash1%
How many clients does Martin Capital Advisors have?
Martin Capital Advisors has 84 clients and manages $182 million for them, as of February 2026. They include 56 high-net-worth individuals, 26 individual clients and 2 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 February 2026
What services does Martin Capital Advisors offer?
Martin Capital Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Martin Capital Advisors charge?
Martin Capital Advisors charges 0.50%–1.00% a year for its Standard fee schedule. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: MARTIN CAPITAL ADVISORS, LLP, FORM ADV, PART 2A, filed 9 February 2026
Which custodians does Martin Capital Advisors use?
Martin Capital Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $182M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 February 2026
How many financial advisors does Martin Capital Advisors have?
Martin Capital Advisors has 8 investment adviser representatives registered with state securities authorities, out of 9 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Martin Capital Advisors invest in?
At the end of its last fiscal year, Martin Capital Advisors’ separately managed accounts held 94% exchange-traded equities, 5% U.S. government and agency bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Martin Capital Advisors?
Martin Capital Advisors’ direct owner is Paul Martin (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 February 2026
How does Martin Capital Advisors get paid?
Martin Capital Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Martin Capital Advisors?
Martin Capital Advisors’ main office is at 40 Ne Loop 410, #602, San Antonio, TX 78216. Its phone number is 210-694-2100. Its website is martincapital.com.
