Patrick A. Martin

MARTIN INVESTMENT MANAGEMENT

EVANSTON, IL 60201

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CRD#: 4345246

Professional summary

Patrick Albert Martin is a registered financial advisor currently at MARTIN INVESTMENT MANAGEMENT, LLC located in Evanston, Illinois.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Patrick 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Albert 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®

None

Experience

Current

April 26, 2011 - Present

MARTIN INVESTMENT MANAGEMENT, LLC

Office #1: 1560 Sherman Ave Ste 1250, Evanston, IL 60201

RIA

CRD#: 105381

EVANSTON, IL

Past

May 15, 2006 - November 23, 2009

MARTIN INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 105381

EVANSTON, IL

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 INVESTMENT MANAGEMENT, LLC

CRD#: 105381 / SEC#: 801-32896

RIA

Registered Investment Advisory firm - (9/16/1988 Approved)

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

Florida
(12/21/2018)

IAR

Texas
(4/26/2011)

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

Current Firm

MARTIN INVESTMENT MANAGEMENT, LLC

CRD#: 105381 / SEC#: 801-32896

RIA

Registered Investment Advisory firm - (9/16/1988 Approved)

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Contact information

Main Address

2000 Pga Blvd Suite 4440, Palm Beach Gardens, FL 33408-2738

Mailing Address

P. O. Box 618, Winnetka, IL 60093-0618

Phone number

(847) 424-9124

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARTIN INVESTMENT MANAGEMENT FORM ADV PART 2A BROCHURE (7/15/2025)

Regulatory assets under management

Total Number of Accounts	269
AUM (Assets Under Management)	$ 849,081,929

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/21/2025	Cover Page	Report
11/19/2024	Cover Page	Report
12/19/2023	Cover Page	Report
03/16/2023	Cover Page	Report
12/20/2022	Cover Page	Report

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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Patrick A. Martin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Albert Martin's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARTIN INVESTMENT MANAGEMENT, LLC

MARTIN INVESTMENT MANAGEMENT, LLC

Primary Firm SEC Registration

MARTIN INVESTMENT MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

MARTIN INVESTMENT MANAGEMENT, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MARTIN INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

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