Christopher G. Martin

CGM INVESTMENT MANAGEMENT

College Station, TX

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CRD#: 2368905

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.

NAME: Antique Swan INVESTMENT RELATED: No ADDRESS: 3001 Creeks Edge Parkway, Austin, TX, 78733, USA NATURE OF BUSINESS: Retailer of antiques POSITION: Consultant START DATE: January 1998 APPROXIMATE HOURS DEVOTED/MONTH: 10 APPROXIMATE HOURS DEVOTED DURING SECURITIES TRADING HOURS: 1 per week DUTIES: Antique Swan is an antiques business operated by my parents. I primarily provide information technology consultation as the need arises.

Blog Corner

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®

CFA

Chartered Financial Analyst

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/8/1993

Uniform Securities Agent State Law Examination

Current Firm

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

1100 Ne Loop 410, #300, San Antonio, TX 78209

Mailing Address

Phone number

(210) 694-2100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARTIN CAPITAL ADVISORS, LLP, FORM ADV, PART 2A (7/17/2025)

Regulatory assets under management

Total Number of Accounts	83
AUM (Assets Under Management)	$ 166,554,973

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Christopher G. Martin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CGM INVESTMENT MANAGEMENT

MARTIN CAPITAL ADVISORS, LLP

Primary Firm SEC Registration

MARTIN CAPITAL ADVISORS, LLP

State Registrations and Notice Filings

Exams

Series 63

Date: 6/8/1993

Current Firm

MARTIN CAPITAL ADVISORS, LLP

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARTIN CAPITAL ADVISORS, LLP

TRUST BUT VERIFY

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