MARTIN CAPITAL ADVISORS, LLP
SEC RegisteredInvesting in your future
About the firm
Martin Capital Advisors, LLP is a Registered Investment Advisor (RIA) with a fiduciary duty, managing investment portfolios for long-term income and capital appreciation. Their objective is to achieve superior investment performance for clients. For over 30 years, their portfolios have outperformed the S&P 500 and the Bloomberg US Aggregate Bond indexes.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm manages investment portfolios including a Flexible Growth Portfolio (primarily stocks, high risk tolerance), a Balanced Portfolio (stocks, fixed income, and cash equivalents with approximately 75% target equity exposure, medium risk tolerance), and a Conservative Portfolio (stocks, fixed income, and cash equivalents with approximately 50% target equity exposure, low risk tolerance).
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 26 | $7.5M |
| High Net Worth Individuals | 56 | $169M |
| State/Municipal Entities | 2 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| On accounts up to $1,000,000 | 1.00% |
| On the next $4,000,000 | 0.75% |
| On additional amounts | 0.50% |
Data as of February 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MARTIN CAPITAL ADVISORS, LLP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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