DFX Intelligence

Data Factory

RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

MARTIN & COMPANY INVESTMENT COUNSEL

MARTIN & COMPANY, INC, CRD 108718

KNOXVILLE, TN

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:e8a299d8-52d3-e6b2-5edd-f9f27544022f

Data as of May 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 12
On other graphs: 0
Observed: Mar 30, 2012 to May 28, 2026
26 observations

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

Firm class: other adviserderivedprivate_client_share=0.19 fund_share=0.0 institutional_share=0.08 related_bd=true related_bank=false bd_reps=0.0
Regulatory AUM: $1.7BItem 5.F on the latest filing (2026-05-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.7B
Private client RAUM: $321MderivedItem 5.D individuals plus high net worth individuals
Private client share: 19%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $275Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 260
Individual clients: 0
High net worth clients: 106
SEC number: 801-55241
CIK: 1008868
CRD: 108718
Filings on the tape: 26
First filed: Mar 30, 2012
Latest filed: May 28, 2026
Organised: Corporation, TN
Website: martin-co.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOSEPH LEONARD BREWER	n/a	KNOXVILLE, TN	22	11	n/a	no
CHARLES CLAY STEWART	Chartered Financial Analyst	KNOXVILLE, TN	22	20	n/a	no
DARREN ANDREW WILLIAMS	Chartered Financial Analyst	KNOXVILLE, TN	22	11	n/a	no
CLAYTON CHRISTOPHER WILLIAMS	Chartered Financial Analyst	KNOXVILLE, TN	4	22	1	no
MICHAEL WRIGHT HOLT	Chartered Financial Analyst	KNOXVILLE, TN	0	11	n/a	no
BENJAMIN CRAIG DAVIS	n/a	KNOXVILLE, TN	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ATCHLEY, JAMES, HUGH	DIRECTOR AND CHAIRMAN OF THE BOARD	Na	yes	02/2013	Mar 31, 2014	Nov 14, 2024
DELAUREAL, MARTIN, RENE	Director	Na	yes	05/2024	Nov 14, 2024	Nov 14, 2024
FIRST HORIZON CORPORATION	SOLE SHAREHOLDER	E	yes	01/1998	Mar 31, 2022	Nov 14, 2024
FLICKINGER, TED, LAWRENCE	DIRECTOR AND EXECUTIVE VICE PRESIDENT	Na	yes	06/1999	Mar 30, 2012	Nov 14, 2024
HOLT, MICHAEL, WRIGHT	DIRECTOR, PRESIDENT AND CEO	Na	yes	04/2014	Mar 31, 2014	Nov 14, 2024
KRUSE, KAREN, MORTON	CHIEF COMPLIANCE OFFICER	Na	yes	03/2023	Mar 25, 2019	Nov 14, 2024
MILLER, DAVID, WIGHT	Director	Na	yes	02/2013	Mar 31, 2014	Nov 14, 2024
STEWART, CHARLES, CLAY	Director	Na	yes	01/2020	Mar 4, 2020	Nov 14, 2024
WILLIAMS, DARREN, ANDREW	Director	Na	yes	12/2022	Jan 3, 2023	Nov 14, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FIRST HORIZON ADVISORS, INC	n/a	Former SEC adviser	$14B	N	yes	n/a
FIRST HORIZON BANK	n/a	n/a	n/a	N	yes	Tn

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$1.7B	$1.7B	6	4	0	n/a	n/a
2024	Mar 27, 2025	$1.5B	$1.5B	6	5	0	n/a	n/a
2023	Mar 20, 2024	$1.5B	$1.5B	7	6	0	n/a	n/a
2022	Mar 27, 2023	$1.4B	$1.4B	7	6	0	n/a	n/a
2021	Mar 31, 2022	$1.6B	$1.6B	6	5	0	n/a	n/a
2020	Mar 31, 2021	$1.6B	$1.6B	7	5	0	n/a	n/a
2019	Mar 4, 2020	$1.5B	$1.5B	8	6	0	n/a	n/a
2018	Mar 25, 2019	$1.5B	$1.5B	9	7	0	n/a	n/a
2017	Mar 22, 2018	$1.6B	$1.6B	11	8	0	n/a	n/a
2016	Mar 28, 2017	$1.7B	$1.7B	11	8	n/a	n/a	n/a
2015	Mar 29, 2016	$1.7B	$1.7B	11	8	n/a	n/a	n/a
2014	Mar 31, 2015	$1.7B	$1.7B	12	9	n/a	n/a	n/a
2013	Mar 31, 2014	$2.0B	$2.0B	13	9	n/a	n/a	n/a
2012	Mar 27, 2013	$2.0B	$2.0B	14	9	n/a	n/a	n/a
2011	Mar 30, 2012	$1.5B	$1.5B	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.7B	$1.5B	10.7%	$1.4B	4.5%	6	6	0	0

Relationships

Affiliated with (3)

→ FIRST HORIZON ADVISORS, INCRegistered adviserother investment adviser, broker-dealer, common control
factForm ADV
← FIRST HORIZON ADVISORS, INCRegistered adviserother investment adviser, common control
factForm ADV
← FIRST TENNESSEE ADVISORY SERVICES, INC.Registered adviserother investment adviser, common control
factForm ADV

Registered with (7)

← BENJAMIN CRAIG DAVISAdvisorregistration: current employment
May 11, 2026 to presentfactForm ADV
← MICHAEL WRIGHT HOLTAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← CLAYTON CHRISTOPHER WILLIAMSAdvisorregistration: previous registration
Apr 1, 2004 to Jun 25, 2008factForm ADV
← JOSEPH LEONARD BREWERAdvisorregistration: current employment
Apr 1, 2004 to presentfactForm ADV
← CHARLES CLAY STEWARTAdvisorregistration: current employment
Apr 1, 2004 to presentfactForm ADV
← DARREN ANDREW WILLIAMSAdvisorregistration: current employment
Apr 1, 2004 to presentfactForm ADV
← JOHN MICHAEL HEAAdvisorregistration: previous registration
Apr 1, 2004 to Mar 1, 2007factForm ADV

Controls (9)

← FLICKINGER, TED, LAWRENCEOwnerDIRECTOR AND EXECUTIVE VICE PRESIDENT, ownership code NA, individual
Mar 30, 2012 to Nov 14, 2024factForm ADV
← HOLT, MICHAEL, WRIGHTOwnerDIRECTOR, PRESIDENT AND CEO, ownership code NA, individual
Mar 31, 2014 to Nov 14, 2024factForm ADV
← KRUSE, KAREN, MORTONOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 25, 2019 to Nov 14, 2024factForm ADV
← STEWART, CHARLES, CLAYOwnerDIRECTOR, ownership code NA, individual
Mar 4, 2020 to Nov 14, 2024factForm ADV
← WILLIAMS, DARREN, ANDREWOwnerDIRECTOR, ownership code NA, individual
Jan 3, 2023 to Nov 14, 2024factForm ADV
← DELAUREAL, MARTIN, RENEOwnerDIRECTOR, ownership code NA, individual
Nov 14, 2024 to Nov 14, 2024factForm ADV
← ATCHLEY, JAMES, HUGHOwnerDIRECTOR AND CHAIRMAN OF THE BOARD, ownership code NA, individual
Mar 31, 2014 to Nov 14, 2024factForm ADV
← MILLER, DAVID, WIGHTOwnerDIRECTOR, ownership code NA, individual
Mar 31, 2014 to Nov 14, 2024factForm ADV
← FIRST HORIZON CORPORATIONOwnerSOLE SHAREHOLDER, ownership code E, domestic entity
Mar 31, 2022 to Nov 14, 2024factForm ADV

Dated events

Occurred
Nov 14, 2024
Control person left
Carvalho Rhomes Aur (Director) no longer on Schedule A of Martin & Company Investment Counsel (listed 2024-03-20, absent 2024-11-14)
Form ADVobserved 4 days ago
Occurred
Nov 14, 2024
Control person joined
Rene Martin Delaureal (Director) appeared on Schedule A of Martin & Company Investment Counsel
Form ADVobserved 4 days ago
Occurred
Mar 27, 2023
Control person joined
Morton Karen Kruse (Chief Compliance Officer) appeared on Schedule A of Martin & Company Investment Counsel
Form ADVobserved 4 days ago
Occurred
Mar 27, 2023
Control person left
Bradford Kendra Cain (Chief Compliance Officer) no longer on Schedule A of Martin & Company Investment Counsel (listed 2023-01-03, absent 2023-03-27)
Form ADVobserved 4 days ago
Occurred
Jan 3, 2023
Control person joined
Andrew Darren Williams (Director) appeared on Schedule A of Martin & Company Investment Counsel
Form ADVobserved 4 days ago
Occurred
Mar 31, 2022
Control person left
Roland David Jagels (Chief Financial Officer) no longer on Schedule A of Martin & Company Investment Counsel (listed 2021-07-21, absent 2022-03-31)
Form ADVobserved 4 days ago
Occurred
Jul 21, 2021
Control person joined
Bradford Kendra Cain (Chief Compliance Officer) appeared on Schedule A of Martin & Company Investment Counsel
Form ADVobserved 4 days ago
Occurred
Jul 21, 2021
Control person left
Morton Karen Kruse (Chief Compliance Officer) no longer on Schedule A of Martin & Company Investment Counsel (listed 2021-03-31, absent 2021-07-21)
Form ADVobserved 4 days ago
Occurred
Mar 4, 2020
Control person joined
Clay Charles Stewart (Director) appeared on Schedule A of Martin & Company Investment Counsel
Form ADVobserved 4 days ago
Occurred
Mar 25, 2019
Control person left
Edgar William Woodson (Director, Chairman And Chief Executive Officer) no longer on Schedule A of Martin & Company Investment Counsel (listed 2018-06-26, absent 2019-03-25)
Form ADVobserved 4 days ago
Occurred
Mar 25, 2019
Control person left
Najeh Andrew Chalache (Chief Compliance Officer And Vice President) no longer on Schedule A of Martin & Company Investment Counsel (listed 2018-06-26, absent 2019-03-25)
Form ADVobserved 4 days ago
Occurred
Mar 25, 2019
Control person joined
Morton Karen Kruse (Chief Compliance Officer) appeared on Schedule A of Martin & Company Investment Counsel
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e8a299d8-52d3-e6b2-5edd-f9f27544022f
First observed: Mar 30, 2012
Last observed: May 28, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MARTIN & COMPANY INVESTMENT COUNSEL

MARTIN & COMPANY, INC, CRD 108718

KNOXVILLE, TN

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:e8a299d8-52d3-e6b2-5edd-f9f27544022f

Data as of May 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:09 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOSEPH LEONARD BREWER

n/a

KNOXVILLE, TN

n/a

CHARLES CLAY STEWART

Chartered Financial Analyst

KNOXVILLE, TN

n/a

DARREN ANDREW WILLIAMS

Chartered Financial Analyst

KNOXVILLE, TN

n/a

CLAYTON CHRISTOPHER WILLIAMS

Chartered Financial Analyst

KNOXVILLE, TN

MICHAEL WRIGHT HOLT

Chartered Financial Analyst

KNOXVILLE, TN

n/a

BENJAMIN CRAIG DAVIS

n/a

KNOXVILLE, TN

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ATCHLEY, JAMES, HUGH

DIRECTOR AND CHAIRMAN OF THE BOARD

yes

02/2013

Mar 31, 2014

Nov 14, 2024

DELAUREAL, MARTIN, RENE

Director

yes

05/2024

Nov 14, 2024

FIRST HORIZON CORPORATION

SOLE SHAREHOLDER

yes

01/1998

Mar 31, 2022

Nov 14, 2024

FLICKINGER, TED, LAWRENCE

DIRECTOR AND EXECUTIVE VICE PRESIDENT

yes

06/1999

Mar 30, 2012

Nov 14, 2024

HOLT, MICHAEL, WRIGHT

DIRECTOR, PRESIDENT AND CEO

yes

04/2014

Mar 31, 2014

Nov 14, 2024

KRUSE, KAREN, MORTON

CHIEF COMPLIANCE OFFICER

yes

03/2023

Mar 25, 2019

Nov 14, 2024

MILLER, DAVID, WIGHT

Director

yes

02/2013

Mar 31, 2014

Nov 14, 2024

STEWART, CHARLES, CLAY

Director

yes

01/2020

Mar 4, 2020

Nov 14, 2024

WILLIAMS, DARREN, ANDREW

Director

yes

12/2022

Jan 3, 2023

Nov 14, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FIRST HORIZON ADVISORS, INC

n/a

Former SEC adviser

$14B

yes

n/a

FIRST HORIZON BANK

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$1.7B

n/a

2024

Mar 27, 2025

$1.5B

n/a

2023

Mar 20, 2024

$1.5B

n/a

2022

Mar 27, 2023

$1.4B

n/a

2021

Mar 31, 2022

$1.6B

n/a

2020

Mar 31, 2021

$1.6B

n/a

2019

Mar 4, 2020

$1.5B

n/a

2018

Mar 25, 2019

$1.5B

n/a

2017

Mar 22, 2018

$1.6B

n/a

2016

Mar 28, 2017

$1.7B

n/a

2015

Mar 29, 2016

$1.7B

n/a

2014

Mar 31, 2015

$1.7B

n/a

2013

Mar 31, 2014

$2.0B

n/a

2012

Mar 27, 2013

$2.0B

n/a

2011

Mar 30, 2012

$1.5B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.7B

$1.5B

10.7%

$1.4B

4.5%