MARTIN CAPITAL ADVISORS, LLP
Total AUM
$181.9M
Employees
9Clients
84Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
40 NE LOOP 410
#602
SAN ANTONIO
TX 78216
United States
#602
SAN ANTONIO
TX 78216
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
210-694-2100
Other Offices
3
Financials
Total AUM
$181.9M
Accounts
84Discretionary
$173.4M
Accounts
77Non-Discretionary
$8.5M
Accounts
7
Clients
Individual Clients
26AUM
$7.5M
HNW Individual Clients
56AUM
$169.2M
Charitable Organization Clients
2AUM
$5.2M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CATXVA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.