Overview
Assets Under Management: $66 million
Headquarters: ELKHART, IN
High-Net-Worth Clients: 54
Average Client Assets: $1.0 million
Frequently Asked Questions
MARTIN CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #157339), MARTIN CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MARTIN CAPITAL MANAGEMENT, LLC is headquartered in ELKHART, IN.
MARTIN CAPITAL MANAGEMENT, LLC serves 54 high-net-worth clients according to their SEC filing dated March 15, 2018. View client details ↓
According to their SEC Form ADV, MARTIN CAPITAL MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
MARTIN CAPITAL MANAGEMENT, LLC manages $66 million in client assets according to their SEC filing dated March 15, 2018.
According to their SEC Form ADV, MARTIN CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.36%
Average Client Assets: $1.0 million
Total Client Accounts: 97
Discretionary Accounts: 87
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 157339
Filing ID: 1190690
Last Filing Date: 2018-03-15 09:50:00