MARTIN & COMPANY INVESTMENT COUNSEL

Legal name: MARTIN & COMPANY, INC

CRD 108718File 801-55241

APPROVED

Retail clients

Custody

Filing as of May 28, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.65B

Top 25% of cohort (national)

Discretionary AUM

$1.65B

Clients

119

260 accounts

Employees

Top 25% of cohort in TN

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: ARO
Registration date: Jan 2, 1998
Principal office: TWO CENTRE SQUARE, SUITE 200, 625 SOUTH GAY ST, KNOXVILLE, TN, 37902-1669
Phone: 865-541-4747
Website: HTTP://WWW.MARTIN-CO.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.65B
Discretionary AUM: $1.65B
Non-discretionary AUM: $0
Discretionary accounts: 260
Non-discretionary accounts: 0
Total accounts: 260
AUM per client: $13.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$1.16B
Insurance companies	Fewer than 5	$55.1M
Charitable organizations	Fewer than 5	$47.5M
High net worth individuals	106	$321.0M
Banking or thrift institutions	1	$33.1M
Pension and profit sharing plans	Fewer than 5	$29.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: Yes
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.