DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Martin Davis Hensley
Feed of 09/15/2026
Also filed as Marty Hensley
At current firm
5 y
since Feb 12, 2021
In the industry
32 y
since Jan 12, 1994 (earliest exam, job or registration)
Prior registered firms
14
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Foundations Investment Advisors LLC independent RIA currentsince Feb 12, 2021 · Durham, Nc
- Freedom Investment Management, Inc. independent RIAOct 27, 2021 to Jul 31, 2025 · Apex, Nc
- Capital Financial Advisory Group, LLC state registeredMar 29, 2017 to Nov 26, 2025 · Apex, Nc
- Jb Fitz Inc. unclassifiedApr 4, 2016 to Feb 6, 2017 · Fuquay-Varina, Nc
- Brookstone Capital Management LLC independent RIAApr 22, 2015 to Apr 13, 2016 · Marion, Nc
- Equitable Advisors, LLC national BDJun 26, 2013 to Aug 27, 2013 · Raleigh, Nc
- Gordon Asset Management, LLC formerSep 18, 2012 to Jul 16, 2013 · Durham, Nc
- Winthrop Capital Management institutionalJul 18, 2011 to Feb 8, 2012 · Raleigh, Nc
- Raymond James Financial Services Advisors, Inc BD affiliatedApr 19, 2011 to Jun 22, 2011 · Raleigh, Nc
- LPL Financial LLC BD affiliatedSep 10, 2010 to Apr 13, 2011 · Fort Mill, Sc
- Family Office Group LLC unclassifiedMay 6, 2010 to Sep 1, 2010 · Pinehurst, Nc
- First Citizens Investor Services, Inc. BD affiliatedAug 4, 2009 to Apr 27, 2010 · Raleigh, Nc
- Suntrust Investment Services, Inc. formerJun 6, 2007 to Aug 5, 2009 · Raleigh, Nc
- Wells Fargo Advisors wirehouseMar 1, 2005 to Jun 6, 2007 · Durham, Nc
- Bb&T Investment Services, Inc. formerApr 8, 2002 to Mar 2, 2005 · Charlotte, Nc
Moves
a registration end followed by a registration begin elsewhere
- Capital Financial Advisory Group, LLC to Foundations Investment Advisors LLCleft Nov 26, 2025, registered Feb 12, 2021 (-1748 days) · Other
- Freedom Investment Management, Inc. to no registered destinationleft Jul 31, 2025 · Departure, no registered destination
- Jb Fitz Inc. to Capital Financial Advisory Group, LLCleft Feb 6, 2017, registered Mar 29, 2017 (51 days) · Other
- Brookstone Capital Management LLC to Jb Fitz Inc.left Apr 13, 2016, registered Apr 4, 2016 (-9 days) · Other
- Equitable Advisors, LLC to Brookstone Capital Management LLCleft Aug 27, 2013, registered Apr 22, 2015 (603 days) · Other
- Gordon Asset Management, LLC to Equitable Advisors, LLCleft Jul 16, 2013, registered Jun 26, 2013 (-20 days) · Other
- Winthrop Capital Management to Gordon Asset Management, LLCleft Feb 8, 2012, registered Sep 18, 2012 (223 days) · Other
- Raymond James Financial Services Advisors, Inc to Winthrop Capital Managementleft Jun 22, 2011, registered Jul 18, 2011 (26 days) · Other
- LPL Financial LLC to Raymond James Financial Services Advisors, Incleft Apr 13, 2011, registered Apr 19, 2011 (6 days) · Other
- Family Office Group LLC to LPL Financial LLCleft Sep 1, 2010, registered Sep 10, 2010 (9 days) · Other
- First Citizens Investor Services, Inc. to Family Office Group LLCleft Apr 27, 2010, registered May 6, 2010 (9 days) · Other
- Suntrust Investment Services, Inc. to First Citizens Investor Services, Inc.left Aug 5, 2009, registered Aug 4, 2009 (-1 days) · Other
- Wells Fargo Advisors to Suntrust Investment Services, Inc.left Jun 6, 2007, registered Jun 6, 2007 (0 days) · Other
- Bb&T Investment Services, Inc. to Wells Fargo Advisorsleft Mar 2, 2005, registered Mar 1, 2005 (-1 days) · Other
Signals
- Martin Davis Hensley left Capital Financial Advisory Group, Llc for Foundations Investment Advisors Llc (registered 2021-02-12)Nov 26, 2025 · Advisor changed firm · fact
- Martin Davis Hensley no longer registered at Freedom Investment Management, Inc.; no later IA registration on IAPDJul 31, 2025 · Advisor departure · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address