SAN ANTONIO, TXCRD 108529Latest ADV February 9, 2026
Martin Capital Advisors, Llp is an SEC registered investment adviser organized as a limited liability partnership with a primary office location in San Antonio, TX. Its latest Form ADV filing, dated February 9, 2026, reports $182M in regulatory assets under management, 9 employees, 3 offices, and 84 accounts.
Assets Under Management
$182M
Employees
9
Offices
3 offices
Total Clients
84
Primary office
SAN ANTONIO, TX
40 NE LOOP 410, #602, SAN ANTONIO, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.7% of total clients.
Top client categories% of clientsClients
1
HNWI
66.7%
56
2
Individuals
31.0%
26
3
Charitable
2.4%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$182Mas of February 9, 2026
Discretionary95.3%
$173M
95% of total RAUM95.3%
Non-discretionary4.7%
$9M
5% of total RAUM4.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$182M
Total Accounts84
10Y AUM Change+$46M (+34.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee9:1
10Y Employee Change-2 (-18.2%)
* 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.