Martin Financial Solutions, Llc
- Regulatory AUM
- $2.2M
- Discretionary
- $2.2M
- Clients
- 11
- Avg AUM / client
- $196K
- Accounts
- 22
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 11 | $2.2M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| A. L. Gilbert Company Profit Sharing & Retirement Plan A.L. Gilbert Company | 2024 | |
| Weber Management, Inc. 401(k) Plan Weber Management, Inc. | Jefferson City, MO | 2024 |
| Frontier Holdings, Llc 401(k) Retirement Plan Frontier Holdings, Llc | 2024 | |
| Valley Cities Counseling & Consultation 403(b) Plan Valley Cities Counseling And Consultation | 2024 | |
| Geoprobe Systems 401(k) Plan Kejr, Inc. | 2024 | |
| San Gabriel Transit & Affiliates 401(k) Retirement Plan San Gabriel Transit, Inc. And Affiliates | 2024 | |
| Developmental Disabilities Resource Center, Inc. 401(k) Retirement Plan Developmental Disabilities Resource Center | 2024 | |
| John H. Firmage, Inc. 401(k) Plan John H. Firmage, Inc. | 2024 | |
| Industrial Supply Company, Inc. 401(k) Plan Industrial Supply Company, Inc. | 2024 | |
| Campbell Scientific, Inc. 401(k) Profit Sharing Plan Campbell Scientific, Inc. | 2024 | |
| Stephens And Smith Construction 401(k) Plan Stephens And Smith Construction | 2024 | |
| Inside Real Estate 401(k) Plan Insidere, Llc | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Peter Martin | Registered representative | Mar 2012 (14y) |
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.
Retirement plans served (12)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| A. L. Gilbert Company Profit Sharing & Retirement Plan | A.L. Gilbert Company | 226 | $32.3M | 03/01/2024 |
| Weber Management, Inc. 401(k) Plan | Weber Management, Inc. | 0 | $0 | 01/01/2024 |
| Frontier Holdings, Llc 401(k) Retirement Plan | Frontier Holdings, Llc | 134 | $19.4M | 01/01/2024 |
| Valley Cities Counseling & Consultation 403(b) Plan | Valley Cities Counseling And Consultation | 594 | $15.8M | 01/01/2024 |
| Geoprobe Systems 401(k) Plan | Kejr, Inc. | 188 | $18.9M | 01/01/2024 |
| San Gabriel Transit & Affiliates 401(k) Retirement Plan | San Gabriel Transit, Inc. And Affiliates | 974 | $1.0M | 01/01/2024 |
| Developmental Disabilities Resource Center, Inc. 401(k) Retirement Plan | Developmental Disabilities Resource Center | 243 | $24.5M | 01/01/2024 |
| John H. Firmage, Inc. 401(k) Plan | John H. Firmage, Inc. | 221 | $14.6M | 01/01/2024 |
| Industrial Supply Company, Inc. 401(k) Plan | Industrial Supply Company, Inc. | 200 | $14.3M | 01/01/2024 |
| Campbell Scientific, Inc. 401(k) Profit Sharing Plan | Campbell Scientific, Inc. | 705 | $38.7M | 01/01/2024 |
| Stephens And Smith Construction 401(k) Plan | Stephens And Smith Construction | 224 | $13.1M | 01/01/2024 |
| Inside Real Estate 401(k) Plan | Insidere, Llc | 0 | $0 | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.02 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
- • Hourly charges
- • Subscription fees
Services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
- • Other services
Custody
Reported custodians
- Truist Financial Corp $2.0M (93% 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 31, 2026.
View current Form ADV (SEC/IAPD) ↗