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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vertex alphaHorizon matrix +more
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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%
Catalyst catalyst
Legacy horizon
- CRD
- #60296
- Ownership
- 15.1%
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
Beacon meridian
Bridge summit harbor
- CRD
- #97896
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
Total SMA Asset: $181,876,904
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,042,197,396 | 19.6% |
| U.S. Government/Agency | $1,329,333,414 | 25.0% |
| Cash | $2,945,802,845 | 55.4% |
| Total | $5,317,333,655 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA BEACON FOUNDATION | HARBOR QUANTUM | 9C6MBIM6D | BVJXP | 6.01% | $64,797,050 |
| HORIZON FUSION TIMBER | EMBER VERTEX | ZGQFBB4CQ | MTHZ | 5.84% | $63,604,243 |
| WAVE EAGLE | SUMMIT INSIGHT | EELKA65T7 | GGPF | 3.72% | $108,089,249 |
| RADIAL MERIDIAN ATLAS | NORTH FRONTIER | SLF2KBIZ4 | FFIU | 4.54% | $97,859,541 |
| MERIDIAN FUSION UNISON | OAK MERIDIAN | 1QTWY3C6C | XKCW | 3.03% | $52,139,943 |
| DELTA CAPITAL | OPTIMA OPTIMA | N5GYWGNNS | YZAAT | 4.76% | $109,127,359 |
| WAVE EMBER | FOUNDATION SIGNAL | 6GKBWNQCT | BCY | 11.36% | $115,331,955 |
| CAPITAL RIDGE | NORTH FOCUS | 6GOOA6SQM | UMNKP | 4.79% | $7,249,544 |