Paul
Martin

Martin Capital Advisors, Llp

CRD#1329697
Investment Advisor
in San Antonio, TX

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About this Advisor

Paul Martin is a financial advisor working in San Antonio, Texas who has 24 years of industry experience. Martin is currently employed by Martin Capital Advisors, Llp. They have spent their entire time as a financial advisor at Martin Capital Advisors, Llp. Martin is approved to operate in Texas. Martin Capital Advisors, Llp is a company that has its headquarters in San Antonio, TX. The firm has offices in three locations and a total of eight employees. It controls $103 million in total assets between its 74 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm provides services to one charities and foundations. Of its 74 client accounts, 44% are associated with high-net-worth individuals who have greater than $1 million in assets. Martin Capital Advisors, Llp has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely vary depending on which services are provided. Fees charged by Martin Capital Advisors, Llp likely are comprised of asset-based and performance-based fees.

Years Registered*

24 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

1100 Ne Loop 410, #300
San Antonio, TX 78209

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Martin Capital Advisors, Llp Brokerage Details

Total Assets Under Management

$102,899,830

TX Average: $3,042,739,679
Total Number of Employees

8

TX Average: 49
Total Number of Accounts

74

TX Average: 2,315
Average Account Size

$1,390,538

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Paul Martin Work History

Paul has been registered as a financial advisor for 24 years.*

1989 - Present (35 years)

Martin Capital Advisors, Llp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Paul Martin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Martin Capital Advisors, Llp

Colton Krueger
San Antonio, TX
Mauricio Sanchez
San Antonio, TX
Carmen Ivins
San Antonio, TX
Stephanie Krueger
San Antonio, TX
Charles Massiatte
San Antonio, TX
Christopher Martin
College Station, TX
Paul Martin
San Antonio, TX
Christopher Phillips
San Antonio, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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