Martin Capital Advisors, Llp
- Regulatory AUM
- $182M
- Discretionary
- $173M
- Clients
- 84
- Avg AUM / client
- $2.2M
- Accounts
- 84
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 26 | $7.5M | 4.12% |
| High net worth individuals | 56 | $169M | 93.0% |
| Charitable organizations | 2 | $5.2M | 2.84% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul Bryce Martin | Managing Partner | Jan 1999 (28y) | 75% or more | |
| Reddy, V., Sreenath | Partner | Jan 2010 (17y) | Less than 5% | |
| Carmen Darby Barncord | Partner, Chief Compliance Officer, Director Of Operations | CFP | May 2016 (10y) | Less than 5% |
| Mauricio Sanchez | Partner | Jan 2019 (8y) | Less than 5% | |
| Colton Matthew Krueger | Partner | Apr 2019 (7y) | Less than 5% | |
| Stephanie Wilke Krueger | Registered representative | Oct 2013 (13y) | ||
| Christopher Phillips | Registered representative | May 2017 (9y) | ||
| Charles Anthony Massiatte | Registered representative | May 2021 (5y) | ||
| Christopher Guy Martin | Registered representative | CFA | Jun 2021 (5y) | |
| Robert Garrett Mc Gregor | Registered representative | Sep 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/09/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $182M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 09, 2026.
View current Form ADV (SEC/IAPD) ↗