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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 Oct 1, 2026
Regulatory AUM
$1.65B
Top 25% of cohort (national)
Discretionary AUM
$1.65B
Clients
119
260 accounts
Employees
6
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 120 | 119 | decreased by1 |
| Apr 1, 2026 | AUM | $1,491,136,960 | $1,650,533,110 | increased by$159,396,150 |
| Apr 1, 2026 | Accounts | 120 | 260 | increased by140 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 115 | 120 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,638,375,144 | $1,491,136,960 | decreased by$147,238,184 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 118 | 120 | increased by2 |
| Apr 1, 2022 | Employees | 7 | 6 | decreased by1 |
| Apr 1, 2022 | Clients | 120 | 115 | decreased by5 |
| Apr 1, 2022 | AUM | $1,573,071,363 | $1,638,375,144 | increased by$65,303,781 |
| Apr 1, 2022 | Accounts | 123 | 118 | decreased by5 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MARTIN COMPANY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MARTIN COMPANY” may also match similarly-named firms). Confirm identity against each filing.
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.