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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MARTIN CAPITAL ADVISORS, LLP

CRD 108529

SAN ANTONIO, TX

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:f14ea5cb-42ae-2eed-e7e9-42ca3c5785c0

Data as of Feb 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 5
On other graphs: 0
Observed: Feb 21, 2012 to Feb 9, 2026
21 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: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $182MItem 5.F on the latest filing (2026-02-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $173M
Private client RAUM: $177MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $22.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 8
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 84
Individual clients: 26
High net worth clients: 56
SEC number: 801-121876
CIK: 1904126
CRD: 108529
Filings on the tape: 21
First filed: Feb 21, 2012
Latest filed: Feb 9, 2026
Organised: Limited Liability Partnership, TX
Website: martincapital.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
PAUL BRYCE MARTIN	n/a	SAN ANTONIO, TX	27	37	n/a	no
STEPHANIE WILKE KRUEGER	n/a	SAN ANTONIO, TX	12	26	2	no
CHRISTOPHER GUY MARTIN	Chartered Financial Analyst	COLLEGE STATION, TX \| College Station, TX	11	33	n/a	no
CARMEN DARBY BARNCORD	Certified Financial Planner	SAN ANTONIO, TX	10	10	n/a	no
Christopher Phillips	n/a	SAN ANTONIO, TX	9	38	n/a	no
COLTON MATTHEW KRUEGER	n/a	SAN ANTONIO, TX	7	13	1	no
Charles Anthony Massiatte	n/a	San Antonio, TX	5	24	1	no
Robert Garrett McGregor	n/a	San Antonio, TX \| SAN ANTONIO, TX	1	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
BARNCORD, CARMEN, DARBY	PARTNER, CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS	Na	yes	01/2018	Jun 25, 2021	May 28, 2024
MARTIN, PAUL, BRYCE	MANAGING PARTNER	E	yes	01/1999	Feb 21, 2012	May 28, 2024
KRUEGER, COLTON, MATTHEW	Partner	Na	no	04/2019	Jun 25, 2021	May 28, 2024
REDDY, V., SREENATH	Partner	Na	no	01/2010	Feb 21, 2012	May 28, 2024
Sanchez, Mauricio	Partner	Na	no	01/2019	Jun 25, 2021	May 28, 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
CHRISTOPHER GUY MARTIN	n/a	State registered	$84.6M	N	no	n/a
PORTAFOLIO CAPITAL MANAGEMENT LLC	n/a	State registered	$1.6M	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 9, 2026	$182M	$173M	9	8	3	n/a	n/a
2024	Feb 7, 2025	$167M	$157M	10	10	3	n/a	n/a
2023	Mar 4, 2024	$125M	$118M	8	8	3	n/a	n/a
2022	Feb 8, 2023	$103M	$99.8M	8	8	3	n/a	n/a
2021	Mar 24, 2022	$170M	$169M	10	8	3	n/a	n/a
2011	Mar 27, 2012	$28.6M	$28.6M	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	2	-2	25.0%	0	0	0	1	2

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	$182M	$167M	9.2%	$103M	20.9%	9	10	3	3

Relationships

Affiliated with (2)

→ CGM INVESTMENT MANAGEMENTRegistered adviserother investment adviser
factForm ADV
→ PORTAFOLIO CAPITAL MANAGEMENTRegistered adviserother investment adviser
factForm ADV

Registered with (12)

← Robert Garrett McGregorAdvisorregistration: current employment
Sep 30, 2024 to presentfactForm ADV
← CHRISTOPHER GUY MARTINAdvisorregistration: current employment
Jun 23, 2021 to presentfactForm ADV
← Charles Anthony MassiatteAdvisorregistration: current employment
May 7, 2021 to presentfactForm ADV
← COLTON MATTHEW KRUEGERAdvisorregistration: previous registration
Jan 30, 2013 to Aug 5, 2017factForm ADV
← Christopher PhillipsAdvisorregistration: current employment
May 25, 2017 to presentfactForm ADV
← CARMEN DARBY BARNCORDAdvisorregistration: current employment
May 4, 2016 to presentfactForm ADV
← STEPHANIE WILKE KRUEGERAdvisorregistration: previous registration
Dec 1, 2010 to Dec 10, 2011factForm ADV
← PAUL BRYCE MARTINAdvisorregistration: current employment
Jul 12, 1999 to presentfactForm ADV
← Stacey Vincent-FloresAdvisorregistration: previous registration
Sep 26, 2024 to Nov 25, 2025factForm ADV
← Mauricio SanchezAdvisorregistration: previous registration
Jan 16, 2019 to Oct 10, 2025factForm ADV
← SONALI MAHENDRA PATELAdvisorregistration: previous registration
Jun 30, 2022 to Dec 8, 2022factForm ADV
← DAVID HARRIS JAMESAdvisorregistration: previous registration
May 19, 2004 to May 6, 2010factForm ADV

Controls (2)

← MARTIN, PAUL, BRYCEOwnerMANAGING PARTNER, ownership code E, individual
Feb 21, 2012 to May 28, 2024factForm ADV
← BARNCORD, CARMEN, DARBYOwnerPARTNER, CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS, ownership code NA, individual
Jun 25, 2021 to May 28, 2024factForm ADV

Owns (3)

← REDDY, V., SREENATHOwnerPARTNER, ownership code NA, individual
Feb 21, 2012 to May 28, 2024factForm ADV
← KRUEGER, COLTON, MATTHEWOwnerPARTNER, ownership code NA, individual
Jun 25, 2021 to May 28, 2024factForm ADV
← Sanchez, MauricioOwnerPARTNER, ownership code NA, individual
Jun 25, 2021 to May 28, 2024factForm ADV

Dated events

Occurred
Nov 25, 2025
Advisor changed firm
Stacey Vincent-Flores left Martin Capital Advisors, Llp for Empower Advisory Group, Llc (registered 2026-04-30)
Form ADVobserved 4 days ago
Occurred
Oct 10, 2025
Advisor changed firm
Mauricio Sanchez left Martin Capital Advisors, Llp for Portafolio Capital Management (registered 2024-02-07)
Form ADVobserved 4 days ago
Occurred
Dec 8, 2022
Advisor changed firm
Sonali Mahendra Patel left Martin Capital Advisors, Llp for Texas Capital Bank Private Wealth Advisors (registered 2022-12-08)
Form ADVobserved 4 days ago
Occurred
Jun 25, 2021
Control person joined
Darby Carmen Ivins (Partner, Chief Compliance Officer, Director Of Operations) appeared on Schedule A of Martin Capital Advisors, Llp
Form ADVobserved 4 days ago
Occurred
Jun 25, 2021
First Form ADV filing
Martin Capital Advisors, Llp filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f14ea5cb-42ae-2eed-e7e9-42ca3c5785c0
First observed: Feb 21, 2012
Last observed: Feb 9, 2026 7 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 CAPITAL ADVISORS, LLP

CRD 108529

SAN ANTONIO, TX

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:f14ea5cb-42ae-2eed-e7e9-42ca3c5785c0

Data as of Feb 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:36 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PAUL BRYCE MARTIN

n/a

SAN ANTONIO, TX

n/a

STEPHANIE WILKE KRUEGER

n/a

SAN ANTONIO, TX

CHRISTOPHER GUY MARTIN

Chartered Financial Analyst

COLLEGE STATION, TX | College Station, TX

n/a

CARMEN DARBY BARNCORD

Certified Financial Planner

SAN ANTONIO, TX

n/a

Christopher Phillips

n/a

SAN ANTONIO, TX

n/a

COLTON MATTHEW KRUEGER

n/a

SAN ANTONIO, TX

Charles Anthony Massiatte

n/a

San Antonio, TX

Robert Garrett McGregor

n/a

San Antonio, TX | SAN ANTONIO, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BARNCORD, CARMEN, DARBY

PARTNER, CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS

yes

01/2018

Jun 25, 2021

May 28, 2024

MARTIN, PAUL, BRYCE

MANAGING PARTNER

yes

01/1999

Feb 21, 2012

May 28, 2024

KRUEGER, COLTON, MATTHEW

Partner

04/2019

Jun 25, 2021

May 28, 2024

REDDY, V., SREENATH

Partner

01/2010

Feb 21, 2012

May 28, 2024

Sanchez, Mauricio

Partner

01/2019

Jun 25, 2021

May 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CHRISTOPHER GUY MARTIN

n/a

State registered

$84.6M

n/a

PORTAFOLIO CAPITAL MANAGEMENT LLC

n/a

State registered

$1.6M

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 9, 2026

$182M

$173M

n/a

2024

Feb 7, 2025

$167M

$157M

n/a

2023

Mar 4, 2024

$125M

$118M

n/a

2022

Feb 8, 2023

$103M

$99.8M

n/a

2021

Mar 24, 2022

$170M

$169M

n/a

2011

Mar 27, 2012

$28.6M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

25.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$182M

$167M

9.2%

$103M

20.9%