PM
Paul B. Martin
MARTIN CAPITAL ADVISORS, LLP
San Antonio, TX 78209
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CRD#: 1329697
PM
Professional summary
Paul Bryce Martin JR is a registered financial advisor currently at MARTIN CAPITAL ADVISORS, LLP located in San Antonio, Texas.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Paul has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Transformative Technologies, LLC, investment related, 335 Pershing Ave, San Antonio, TX 78209, investing in startup technologies, general partner, 10/01/2015, 2 hours per month, 0 hours during securities trading hours, I look for technology investments
CRS (Client Relationship Summary) - RIA
Click below to view Paul Bryce Martin JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 12, 1999 - Present
MARTIN CAPITAL ADVISORS, LLP
Office #1: 1100 Ne Loop 410, #300, San Antonio, TX 78209RIA
CRD#: 108529
San Antonio, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MC
MARTIN CAPITAL ADVISORS, LLP
MARTIN CAPITAL ADVIORS LLP | MARTIN CAPITAL ADVISORS, LLP | MARTIN CAPITAL ADVISORS, L.L.P.
CRD#: 108529 / SEC#: 801-121876
RIA
Registered Investment Advisory firm - (7/28/2021 Approved)Texas
Registered Investment Advisory firm - (8/4/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(7/12/1999)
Exams
Current Firm
MC
MARTIN CAPITAL ADVISORS, LLP
MARTIN CAPITAL ADVIORS LLP | MARTIN CAPITAL ADVISORS, LLP | MARTIN CAPITAL ADVISORS, L.L.P.
CRD#: 108529 / SEC#: 801-121876
RIA
Registered Investment Advisory firm - (7/28/2021 Approved)Texas
Registered Investment Advisory firm - (8/4/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1100 Ne Loop 410, #300, San Antonio, TX 78209
Mailing Address
Phone number
(210) 694-2100
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 83 |
| AUM (Assets Under Management) | $ 166,554,973 |
Red Flags
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