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MARTIN INVESTMENT MANAGEMENT, LLC
CRD 105381File 801-32896
APPROVED
Retail clients
Custody
Filing as of Aug 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$888.1M
Above cohort median (national)
Discretionary AUM
$888.1M
Clients
281
281 accounts
Employees
12
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Sep 16, 1988
- Principal office
- 2000 PGA BLVD, SUITE 4440, PALM BEACH GARDENS, FL, 33408-2738
- Phone
- 847-424-9124
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $888.1M
- Discretionary AUM
- $888.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 281
- Non-discretionary accounts
- 0
- Total accounts
- 281
- AUM per client
- $3.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $19.6M |
| Other investment advisers | 12 | $651.0M |
| High net worth individuals | 83 | $170.6M |
| Pooled investment vehicles | 3 | $3.6M |
| Pension and profit sharing plans | Fewer than 5 | $2.5M |
| Individuals (other than high net worth individuals) | 178 | $40.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.