Carmen D. Barncord

MARTIN CAPITAL ADVISORS, LLP

San Antonio, TX 78209

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CRD#: 6599190

Professional summary

Carmen Darby Barncord, CFP®, who also goes by Carmen Darby IVIns, is a registered financial advisor currently at MARTIN CAPITAL ADVISORS, LLP located in San Antonio, Texas.

Carmen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Carmen has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Carmen Darby Ivins

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 Carmen Darby Barncord'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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

May 4, 2016 - Present

MARTIN CAPITAL ADVISORS, LLP

Office #1: 1100 Ne Loop 410, #300, San Antonio, TX 78209

RIA

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".

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
(5/4/2016)

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

IAR

Series 65

Date: 5/4/2016

Uniform Investment Adviser 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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Carmen D. Barncord

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carmen Darby Barncord's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARTIN CAPITAL ADVISORS, LLP

Primary Firm SEC Registration

MARTIN CAPITAL ADVISORS, LLP

State Registrations and Notice Filings

Exams

Series 65

Date: 5/4/2016

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

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