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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-12-1999
- Office Locations
- 3
Office Locations
About Martin Capital Advisors, LLP
Martin Capital Advisors, LLP is a Texas RIA serving retail and institutional investors with long-term, equity-focused portfolios built around high-quality businesses with durable advantages and consistent growth at reasonable prices. The firm emphasizes ongoing fundamental review, low turnover and tax efficiency for taxable accounts while investing client assets in equities and other securities. Performance is GIPS-verified by Dabney Investment Consulting Associates, and custody includes Schwab.
Reported data analysis
What the numbers show
Between October 10, 2025 and February 9, 2026, reported AUM increased 9.2%, from $166.6M to $181.9M.
Across 5 reported observations, AUM increased 7.0% between August 4, 2022 and February 9, 2026, from $170.1M to $181.9M.
Of the latest reported AUM, 95.3% is discretionary and 4.7% is non-discretionary.
The firm reports 8 advisory representatives and 84 clients, or 10.5 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 3 reported office locations and 27 years in operation. The source data was last updated on February 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Martin Capital Advisors, LLP record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PAUL BRYCE MARTIN JR
Founder, Managing Partner
- CRD
- #1329697
- Ownership
- 75% or more
CARMEN DARBY BARNCORD
CFP , Chief Compliance Officer, Director of Operations, Partner
- CRD
- #6599190
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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STEPHANIE WILKE KRUEGER
Senior Manager
- CRD
- #4895255
CHRISTOPHER GUY MARTIN
Chief Investment Officer, Owner
- CRD
- #2368905
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $173,374,068 | $2,251,611 |
| Non-Discretionary | $8,502,836 | $1,214,691 |
| Total | $181,876,904 | $2,165,201 |
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Separately Managed Accounts
SMA allocation detail is available
Martin Capital Advisors, LLP has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Martin Capital Advisors, LLP's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.