M&
Martin & Associates Investment Advisory Services, Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 110644
· SEC file 801-57034
· Mandeville, LA
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ADV data as of Mar 16, 2026
- Regulatory AUM
- $68.8M
- Discretionary
- $64.1M
- Clients
- 230
- Avg AUM / client
- $299K
- Accounts
- 224
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 224 | $39.8M | 57.9% |
| High net worth individuals | Fewer than 5 clients | $7.1M | 10.4% |
| Pension and profit sharing plans | 6 | $21.8M | 31.8% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richard Paul Martin | Registered representative | May 2003 (23y) | ||
| Leo Alvin Labourdette | Registered representative | CFP | Nov 2009 (17y) |
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) | 03/16/2026 | 1.14 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
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Pershing $36.4M (53% of AUM) Mar 2026
- Ascensus Trust Company $21.8M (32% of AUM) Mar 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: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗