PALM BEACH GARDENS, FLCRD 105381Latest ADV April 17, 2026
Martin Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Palm Beach Gardens, FL. Its latest Form ADV filing, dated April 17, 2026, reports $888M in regulatory assets under management, 12 employees, 1 office, and 281 accounts.
Assets Under Management
$888M
Employees
12
Offices
1 office
Total Clients
281
Primary office
PALM BEACH GARDENS, FL
2000 PGA BLVD, SUITE 4440, PALM BEACH GARDENS, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.3% of total clients.
Top client categories% of clientsClients
1
Individuals
63.3%
178
2
HNWI
29.5%
83
3
Other Advisers
4.3%
12
4
Pension Plans
1.4%
4
5
Pooled Investment Vehicles
1.1%
3
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$888Mas of April 17, 2026
Discretionary100.0%
$888M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$888M
Total Accounts281
10Y AUM Change+$53M (+6.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee23:1
10Y Employee Change+1 (+9.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.