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 based in San Antonio, Texas, working with Martin Capital Advisors, LLP. Paul has previously held a position at Martin Capital Advisors, LLP and is registered to provide services in Texas. Currently, Paul is part of Martin Capital Advisors, LLP, which operates out of San Antonio, Texas. The firm has 3 offices and 8 employees. The firm manages assets totaling $125.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Martin Capital Advisors, LLP includes asset-based fees.

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

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

$124,991,402

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

8

TX Average: 49
Total Number of Accounts

80

TX Average: 2,315
Average Account Size

$1,562,393

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

1989 - Present (36 years)

Martin Capital Advisors, Llp

Created with Highcharts 6.0.7

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

Mauricio Sanchez
San Antonio, TX
Colton Krueger
San Antonio, TX
Stephanie Krueger
San Antonio, TX
Carmen Barncord
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 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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