CM

Christopher G. Martin

CGM INVESTMENT MANAGEMENT
College Station, TX
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CRD#: 2368905
CM

Professional summary


Christopher Guy Martin, CFA, who also goes by Christopher Martin, is a registered financial advisor currently at CGM INVESTMENT MANAGEMENT located in College Station, Texas and MARTIN CAPITAL ADVISORS, LLP located in College Station, Texas.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Christopher has worked at 2 firms and has passed the Series 63 exam.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Christopher Martin

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.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Christopher Guy Martin's CRS (Customer Relationship Summary).
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®

Experience


Current

March 5, 2015 - Present

CGM INVESTMENT MANAGEMENT

RIA
CRD#: 114262
College Station, TX
Current

June 23, 2021 - Present

MARTIN CAPITAL ADVISORS, LLP

RIA
CRD#: 108529
College Station, 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
(3/5/2015)

Exams


State Security Law Exam

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)
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Contact information


Main Address
40 Ne Loop 410 #602, San Antonio, TX 78216
Mailing Address
Phone number
(210) 694-2100
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (3 States and Territories)


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Regulatory assets under management


Total Number of Accounts84
AUM (Assets Under Management)$ 181,876,904

Red Flags


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Company Information


MARTIN CAPITAL ADVISORS, LLP

CRD#: 108529College Station, TX

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