AM
CFA
AM
CFA

Anthony T Martin

5 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
235 advisors
Number of Clients
1,602 clients
Average Client Portfolio
$521.7M average
Assets Under Management
$835.7B

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
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Location

6300 Bee Cave Road, Building One, Austin, TX, 78746

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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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Employment History
Current Registrations
Dimensional Fund Advisors LP
April 2025 - Present · 10 mos
Dfa Securities LLCBroker
March 2025 - Present · 11 mos
Previous Registrations
Pimco Investments LLCBroker
September 2021 - February 2024 · 2 yrs 5 mos
Parkway Advisors, L.P.
June 2019 - July 2021 · 2 yrs 1 mo
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.