Martin Capital Adviors LLP is a large advisory firm based in Austin. It manages $75 million of regulatory assets for 120 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.
Martin Capital Adviors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Martin Capital Adviors LLP is $75 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Martin Capital Adviors LLP for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Martin Capital Adviors LLP performs its advisory services is located at 816 Congress Ave, Ste 1540, Austin, TX 78701, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 512-477-7036 or by fax 512-477-7096. The normal business hours are 8:30 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.martincapital.com.