← Tributary

MARTIN CAPITAL ADVISORS, LLP

SAN ANTONIO, TX · CRD 108529 · IAPD ↗ · martincapital.com · 210-694-2100

$181.9MRegulatory AUM
8Advisory reps
9Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2025 — MARTIN CAPITAL ADVISORS, LLP reported RAUM up 33% ($125.0M -> $166.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
March 2025 — MARTIN CAPITAL ADVISORS, LLP grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.