Updated May 30, 2024
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Martin Capital Advisors

Investment Advisor Firm
Total assets under management$103M
Years in business33+

About Martin Capital Advisors

Martin Capital Advisors, LLP is a registered investment advisor firm in San Antonio, Texas. With over 20 years of experience, they specialize in managing individual investment portfolios for long-term growth and income. Their primary focus is on achieving outstanding long-term returns for their clients.

Martin Capital's investment portfolio performance has consistently ranked at or near the top of all diversified investment strategies. This track record speaks to their expertise and ability to navigate the ups and downs of the market successfully.

At Martin Capital Advisors, they understand that navigating our financial lives can often feel like exploring unknown territory. They recognize that every investment decision must be made with a clear vision of the future, whether saving for education or preparing for retirement. They see themselves as seasoned captains guiding their clients through the turbulent storms of financial seas.

Founded by Paul Martin in 1989 in New York City, Martin Capital Advisors is built upon principles of performance, transparency, and trust. In 2002, they established their primary office location in San Antonio. They continue to uphold their legacy of award-winning performance by managing tailored and conservative investment portfolios.

Their fiduciary duty sets Martin Capital apart from other money management firms. Unlike broker-dealers, banks, and insurance companies, they are legally obliged to act only in their client's best interests. This commitment ensures that their clients' needs come first at all times. Additionally, Martin Capital prides itself on its easily accessible third-party verified performance track record. This transparency allows clients to make informed decisions about their investments. They also offer competitive fee structures and tax-efficient investment returns to maximize client returns. Moreover, Martin Capital employs options hedging strategies to further differentiate itself from other firms. These strategies help mitigate risk and protect client portfolios during market fluctuations.

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Areas of specialty

  1. Portfolio Management
  2. Financial Planning
  3. Retirement Planning
  4. Tax Optimization

More about Martin Capital Advisors

DesignationsMinimum asset threshold
Registered Investment AdvisorN/A
Firm CRD NumberNumber of advisors
1085298

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings