DFX Intelligence

Data Factory

RIA / WealthAdvisor17 years in industry

BERTRAM TEMPLIN MARTIN

Advisor at RIVERGLADES FAMILY OFFICES, LLC

St. Petersburg, FL | NAPLES, FL | ST. PETERSBURG, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0264c5de-dd7f-fd96-a282-c88ff101fb24

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 30, 2009 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RIVERGLADES FAMILY OFFICES, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 20, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 1
Exams: S65|S66
First exam: Mar 20, 2009
First registration: Mar 30, 2009
Dual registered: no
Other names: BERT T MARTIN|BERTRAM TEMPLIN MARTIN
IAPD individual key: 5621276

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MARTIN CAPITAL MANAGEMENT	State registered	Apr 16, 2026	n/a	yes	ST. PETERSBURG, FL	Current employment
RIVERGLADES FAMILY OFFICES, LLC	Independent wealth	Apr 16, 2026	n/a	yes	NAPLES, FL\|St. Petersburg, FL	Current employment
COLLABORATION CAPITAL LLC	Former SEC adviser	Sep 7, 2020	Feb 1, 2021	no	ST. PETERSBURG, FL\|HOUSTON, TX	Previous registration
SUNCOAST EQUITY MANAGEMENT, LLC	Independent wealth	Aug 9, 2016	Dec 16, 2020	no	TAMPA, FL	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Mar 30, 2009	Oct 27, 2009	no	GOLD RIVER, CA\|TAMPA, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COLLABORATION CAPITAL LLC	RIVERGLADES FAMILY OFFICES, LLC	Feb 1, 2021	Apr 16, 2026	1,900	Firm change after gap	RIA to RIA
SUNCOAST EQUITY MANAGEMENT, LLC	COLLABORATION CAPITAL LLC	Dec 16, 2020	Sep 7, 2020	-100	Firm change after gap	RIA to RIA
TRANSAMERICA FINANCIAL ADVISORS, LLC	SUNCOAST EQUITY MANAGEMENT, LLC	Oct 27, 2009	Aug 9, 2016	2,478	Firm change after gap	Other

Relationships

Registered with (5)

→ RIVERGLADES FAMILY OFFICES, LLCRegistered adviserregistration: current employment
Apr 16, 2026 to presentfactForm ADV
→ MARTIN CAPITAL MANAGEMENTRegistered adviserregistration: current employment
Apr 16, 2026 to presentfactForm ADV
→ COLLABORATION CAPITAL LLCRegistered adviserregistration: previous registration
Sep 7, 2020 to Feb 1, 2021factForm ADV
→ SUNCOAST EQUITY MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 9, 2016 to Dec 16, 2020factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 30, 2009 to Oct 27, 2009factForm ADV

Dated events

No dated event names this entity yet.