$5.1M Total AUM
$5.1M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Transamerica
- Clients
- Retail
- Platforms
- Value capital
- Established Date
- 06-03-2022
- Office Locations
- 1
Office Locations
-- St. Petersburg FL
About Martin Capital Management
Martin Capital Management is a St. Petersburg, FL RIA providing asset management and financial planning for retail clients, with a focus on entrepreneurs. Portfolios emphasize asset allocation using ETFs and mutual funds, complemented by fixed income (including municipal and government bonds). Custodied with Charles Schwab.
Team overview
42 AVG AGE
$5.1M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
4.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Upgrade to reveal position-level detail across peak unison.
Full visibility includes strategy notes for radial atlas.
See the complete signal summary connected to matrix north.
Open the full profile to inspect shifts in delta unison.
See the complete signal summary connected to horizon peak.
Unlock to see real insight on delta eagle focus.
Open the full profile to inspect shifts in foundation vertex.
Unlock to see real insight on focus element signal.
Asset Classes
Meridian Meridian Crest
Client Personas
Vertex
Custodian
Capital summit
Investment Themes
Optima
Investment Vehicles
Vertex
Services
Momentum Momentum alpha
Technology
Pathway
Owner & Executives
B
BERTRAM TEMPLIN MARTIN III
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #5621276
- Ownership
- 75% or more
(636) 304-3382
momentum.alpha@pathwaycapital.com
in linkedin.com/in/summit-peak
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,135,543 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,135,543 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $5,135,543
Public Funds:
23.2% Equity - Exchange:
17.5% Municipal Bonds:
18.0% U.S. Government/Agency:
17.0% Cash:
24.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $826,236,739 | 23.2% |
| Equity - Exchange | $623,238,919 | 17.5% |
| Municipal Bonds | $641,045,746 | 18.0% |
| U.S. Government/Agency | $605,432,093 | 17.0% |
| Cash | $865,411,757 | 24.3% |
| Total | $3,561,365,254 | 100.0% |