CM
CFA
CM
CFA

Christopher Martin

11 Years of Experience
College Station, TX

Christopher Martin is a CFA-designated registered investment advisor at Martin Capital Advisors, LLP, based in College Station, TX, with 11 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 84 clients with $180M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
84 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$181.9M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.75%
$5M+0.50%

Management fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

College Station, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christopher is a consultant for Antique Swan, an antiques business operated by his parents, since 1998. He primarily provides information technology consultation as needed, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Martin Capital Advisors, LLP
June 2021 - Present · 4 yrs 11 mos
Cgm Investment Management
March 2015 - Present · 11 yrs 2 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.