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Building 2MARTIN CAPITAL ADVISORS, LLP

Map pinSAN ANTONIO, TX
Phone210-694-2100
NotebookSEC #801-121876
Total AUM
$181.9M
Employees
9
Clients
84

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40 NE LOOP 410
#602
SAN ANTONIO
TX 78216
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
210-694-2100
Other Offices
3

ReceiptFinancials

Total AUM
$181.9M
Accounts
84
Discretionary
$173.4M
Accounts
77
Non-Discretionary
$8.5M
Accounts
7

ContactClients

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Individual Clients
26
AUM
$7.5M
HNW Individual Clients
56
AUM
$169.2M
Charitable Organization Clients
2
AUM
$5.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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