$13.0M Total AUM
$13.0M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-13-2010
- Office Locations
- 1
Office Locations
-- Brookhaven GA
About Randall P Martin
Randall P. Martin is an independent, product-neutral investment advisor focused on conservative portfolio management with capital preservation as a primary goal. He aims to participate in rising equity markets and shift toward higher-quality assets when markets decline, using strategies centered on ETFs and U.S. government/agency exposure. Client assets are custodied at Charles Schwab.
Team overview
79 AVG AGE
$13.0M AVG AUM / ADVISOR
$812.5K AVG AUM / CLIENT
15 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
RANDALL PAUL MARTIN
Chief Compliance Officer, Investment Advisor
- CRD
- #2197263
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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