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| Martin Capital Advisors LLP
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| CRD # | 108529 |
| SEC # | 801-121876 |
| CIK # | 0001904126 |
| AUM | 181.9 M (2026-02-09) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 210-694-2100 |
| Address | 40 NE Loop 410 San Antonio, TX 78216 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001904126 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 34.6 | ||
| Nvidia Corp | 12.2 | ||
| Intuitive Surgical Inc | 9.2 | ||
| Lam Research Corp | 5.8 | ||
| Mastercard Inc | 4.9 | ||
| Costco Wholesale Corp /NEW | 4.5 | ||
| Williams Sonoma Inc | 4.5 | ||
| Alphabet Inc | 4.4 | ||
| Visa Inc | 3.5 | ||
| Starbucks Corp | 2.9 | ||
| Schwab Charles Corp | 2.6 | ||
| Intuit Inc | 2.5 | ||
| Oracle Corp | 2.5 | ||
| Amazon Com Inc | 2.3 | ||
| Idexx Laboratories Inc /DE | 2.3 | ||
| Texas Instruments Inc | 2.2 | ||
| Edwards Lifesciences Corp | 2.1 | ||
| BlackRock Inc | 2.0 | ||
| Square Inc | 1.9 | ||
| Tractor Supply Co /DE/ | 1.8 | ||
| Caterpillar Inc | 1.5 | ||
| Alphabet Inc | 1.4 | ||
| Davita Inc | 1.4 | ||
| Chipotle Mexican Grill Inc | 1.3 | ||
| Nasdaq OMX Group Inc | 1.2 | ||
| Cisco Systems Inc | 1.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 7.5 |
| (b) Individuals (high net worth individuals) | 56 | 169.2 |
| (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 | 2 | 5.2 |
| (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 | 84 | 181.9 |
| By Discretionary | ||
| Discretionary | 77 | 173.4 |
| Non-Discretionary | 7 | 8.5 |
| Total | 84 | 181.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.6 | |
| United States Persons | 178.3 | |
| Total | 84 | 181.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001904126] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
One Resource Group Wealth Management LLC
✚
|
OH | 182.4 M |
|
Kingstone Capital Partners Texas LLC
✚
|
TX | 182.3 M |
|
RIHO Partners LLC
✚
|
182.2 M | |
|
Four Tree Island Advisory LLC
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|
NH | 182.2 M |
|
Angeles Family Office LLC
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|
CA | 182.0 M |
|
Freestate Advisors LLC
✚
|
KS | 181.8 M |
|
Dark Horse Advisors LLC
✚
|
181.7 M | |
|
Financial Partners LLC
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|
NM | 181.7 M |
|
Cannon Advisors Inc
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|
NC | 181.6 M |
|
Lakeshore Capital Group Inc
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|
IL | 181.5 M |