AdvisorRanked
100
Clean

MARTIN CAPITAL ADVISORS, LLP

40 NE LOOP 410, SAN ANTONIO, TX 78216
Fiduciaryfee-onlySEC Registered
210-694-2100 HTTP://WWW.MARTINCAPITAL.COM CRD #108529
$182M
Assets Managed
8
Clients
9
Employees
5
Years Active
since 2021

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46062. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 5 years.

Firm Details

Legal NameMARTIN CAPITAL ADVISORS, LLP
CRD Number#108529
SEC RegisteredYes
Registration Date2021-07-28
States RegisteredTX
Assets Under Management$182M
Number of Clients8
Employees9
Compensation Typefee-only
Last ADV Filing46062

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Frequently Asked Questions

Is MARTIN CAPITAL ADVISORS, LLP a fiduciary?

Yes. MARTIN CAPITAL ADVISORS, LLP is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does MARTIN CAPITAL ADVISORS, LLP charge clients?

MARTIN CAPITAL ADVISORS, LLP uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does MARTIN CAPITAL ADVISORS, LLP have any complaints?

No. MARTIN CAPITAL ADVISORS, LLP has zero complaints or disciplinary actions on file with the SEC or FINRA across 5 years of operation.

How does MARTIN CAPITAL ADVISORS, LLP compare to other advisors in SAN ANTONIO?

MARTIN CAPITAL ADVISORS, LLP has a Red Flag Score of 100/100. There are 45 registered advisory firms in SAN ANTONIO. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46062. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.