|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Martin Capital Advisors LLP
✚
|
|
|---|---|
| CRD # | 108529 |
| SEC # | 801-121876 |
| CIK # | 0001904126 |
| AUM | $166.6 M (2025-07-17) |
| Employees | 10 (100% Investors, 0% Brokers) |
| Phone | 210-694-2100 |
| Address | 1100 NE Loop 410, 300 San Antonio, TX 78209 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 29.8 | ||
| Nvidia Corp | 11.5 | ||
| Intuitive Surgical Inc | 10.9 | ||
| Mastercard Inc | 5.5 | ||
| Intuit Inc | 4.5 | ||
| Costco Wholesale Corp /NEW | 4.5 | ||
| VISA Inc | 4.1 | ||
| Williams Sonoma Inc | 3.9 | ||
| Oracle Corp | 3.6 | ||
| Lam Research Corp | 3.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 10.7 |
| (b) Individuals (high net worth individuals) | 46 | 151.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 4.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 83 | 166.6 |
| By Discretionary | ||
| Discretionary | 75 | 156.6 |
| Non-Discretionary | 8 | 9.9 |
| Total | 83 | 166.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.2 | |
| United States Persons | 163.3 | |
| Total | 83 | 166.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001904126] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Financial Architects LLC
✚
|
GA | 0.2 |
|
Affinity Wealth LLC
✚
|
OH | 0.2 |
|
HBA Advisors LLC
✚
|
CA | 0.2 |
|
Cross State Financial Group LLC
✚
|
NM | 0.2 |
|
Tempered Investment Management Ltd
✚
|
0.2 | |
|
Broadway Advisor Group LLC
✚
|
NY | 0.2 |
|
Wesbanco Securities Inc
✚
|
OH | 0.2 |
|
Schrum Private Wealth Management LLC
✚
|
FL | 0.2 |
|
TTG Financial Inc
✚
|
OH | 0.2 |
|
Togwotee CIO LLC
✚
|
0.2 |