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- Custodian
- Charles Schwab & Company · SEI · Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- MatrixAtlas +more
- Established Date
- 05-09-2016
- Office Locations
- 1
Office Locations
About Martin Wealth Solutions
Martin Wealth Solutions is a Christiansburg, VA registered investment adviser providing tax planning, retirement planning, and ongoing portfolio management, alongside broader financial planning support (estate, insurance, and charitable planning). The firm works with individual clients and professionals including physicians, and its managed portfolios are predominantly ETF-based, with some use of public funds and fixed income. Primary custodian: Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
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Owner & Executives
JIMMY STEPHEN MARTIN
Chief Compliance Officer, Managing Member, Owner
- CRD
- #5625493
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Samuel Craig Benson
Financial Advisor, General Partner
- CRD
- #6305225
Casey Marissa Bibb
Relationship Manager
- CRD
- #7916814
Foundation matrix
Vital quantum element
- CRD
- #14576
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $377,087,213 | $230,212 |
| Non-Discretionary | $0 | -- |
| Total | $377,087,213 | $230,212 |
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Separately Managed Accounts
Total SMA Asset: $377,087,213
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,139,733,002 | 13.0% |
| Public Funds | $1,499,187,257 | 17.1% |
| Corporate - Investment Grade | $3,278,924,176 | 37.4% |
| Cash | $806,580,278 | 9.2% |
| U.S. Government/Agency | $640,003,917 | 7.3% |
| Municipal Bonds | $1,402,748,310 | 16.0% |
| Total | $8,767,176,940 | 100.0% |