Overview

Headquarters
Knoxville, TN
Total Firm Assets
$1.7 billion
Average High-Net-Worth Client Portfolio Size
$3.0 million

Fee Disclosure

Source: MARTIN ADV PART 2A MARCH 2026 (2026-03-27) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 $5,000,000 0.75%
$5,000,001 $10,000,000 0.50%
$10,000,001 and above 0.25%

Stated Minimum Annual Fee: $5,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $40,000 0.80%
$10 million $65,000 0.65%
$50 million $165,000 0.33%
$100 million $290,000 0.29%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
19.45%
Number of High-Net-Worth Clients
106
Total Client Accounts
260
Discretionary Accounts
260

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
108718

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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