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.

Former SEC-registered adviser

Martin Capital Management, LLC

Former SEC-registered adviserElkhart, IndianaCRD 157339SEC 801-72271IAPD
Latest filing Mar 22, 2018
First filing on the tape Dec 12, 2011 · 12 filings
RAUM
$66.1M
reported, Item 5.F
Discretionary
94%
of RAUM
Private clients
93%
$61.2M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
4
2 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$66.1M as of Mar 13, 2018
Mar 27, 2012$192M then
HNW client RAUM: $55.1M
State-registered IARs (5.B.3)1 as of Mar 13, 2018
Mar 25, 20130 then
Employees (5.A)4 as of Mar 13, 2018
Mar 25, 20137 then
Private funds: no history
RAUM +6.2% over the last fiscal year-19% a year over threeIARs 3 to 1
Practice profile
derived from the filing of Mar 22, 2018; every figure names its basis
RAUM per advisor
$66.1MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
95derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.0MderivedHNW RAUM over HNW clients
Average account
$680,954derivedRAUM over accounts (5.F.2.f)
Discretionary
94%derivedof RAUM
Institutional
7.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
4.0derivedItem 5.A over advisors
Advisors per office
0.5derived2 offices incl. principal (1.F.5)
RAUM growth, one year
+6.2%derivedbetween the last two annual amendments
Advisor growth, one year
-67%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for individualsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$55.1M83%
  • Individuals$6.1M9.3%
  • Pension and profit-sharing plans$4.7M7.1%
  • Corporations and businesses$132,1840.2%
Individual clients
41reported
HNW clients
54reported
Pension plan clients
n/areported
Charitable clients
0reported
Accounts
97reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, performancereported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Kohlhaas Frank Martin · Chief Compliance Officercontrol
    since 03/2016 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Advisers that list Martin Capital Management, LLC as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Accounts · 103 to 97
    Mar 29, 2017 to Mar 13, 2018
  • Advisory employees · 5 to 2
    Mar 29, 2017 to Mar 13, 2018
  • Advisory activities · 2 to 1
    Mar 29, 2017 to Mar 13, 2018
  • Charity clients · unset to 0.0
    Mar 29, 2017 to Mar 13, 2018
  • HNW clients · unset to 54.0
    Mar 29, 2017 to Mar 13, 2018
  • Individual clients · unset to 41.0
    Mar 29, 2017 to Mar 13, 2018
  • Pooled vehicle clients · unset to 0.0
    Mar 29, 2017 to Mar 13, 2018
  • Employees · 7 to 4
    Mar 29, 2017 to Mar 13, 2018
  • State-registered IARs · 3 to 1
    Mar 29, 2017 to Mar 13, 2018
  • Other offices · unset to 1.0
    Mar 29, 2017 to Mar 13, 2018
  • Discretionary RAUM · $60.4M to $62.3M
    Mar 29, 2017 to Mar 13, 2018
  • HNW RAUM · unset to 55062805.0
    Mar 29, 2017 to Mar 13, 2018
  • Individual RAUM · unset to 6143262.0
    Mar 29, 2017 to Mar 13, 2018
  • Non-discretionary RAUM · $1.8M to $3.8M
    Mar 29, 2017 to Mar 13, 2018
  • Pension RAUM · unset to 4714328.0
    Mar 29, 2017 to Mar 13, 2018
  • RAUM · $62.2M to $66.1M
    Mar 29, 2017 to Mar 13, 2018
  • Related adviser · true to false
    Mar 29, 2017 to Mar 13, 2018
  • Accounts · 111 to 103
    Mar 29, 2016 to Mar 29, 2017
  • Advisory employees · 4 to 5
    Mar 29, 2016 to Mar 29, 2017
  • Employees · 5 to 7
    Mar 29, 2016 to Mar 29, 2017
  • Discretionary RAUM · $65.8M to $60.4M
    Mar 29, 2016 to Mar 29, 2017
  • Non-discretionary RAUM · $1.8M to $1.8M
    Mar 29, 2016 to Mar 29, 2017
  • RAUM · $67.6M to $62.2M
    Mar 29, 2016 to Mar 29, 2017
  • Accounts · 125 to 111
    Mar 31, 2015 to Mar 29, 2016
  • Advisory activities · 3 to 2
    Mar 31, 2015 to Mar 29, 2016
  • Employees · 6 to 5
    Mar 31, 2015 to Mar 29, 2016
  • State-registered IARs · 4 to 3
    Mar 31, 2015 to Mar 29, 2016
  • Discretionary RAUM · $121M to $65.8M
    Mar 31, 2015 to Mar 29, 2016
  • Non-discretionary RAUM · $2.0M to $1.8M
    Mar 31, 2015 to Mar 29, 2016
  • RAUM · $123M to $67.6M
    Mar 31, 2015 to Mar 29, 2016
  • Related adviser · false to true
    Mar 31, 2015 to Mar 29, 2016
  • Accounts · 101 to 125
    Nov 20, 2014 to Mar 31, 2015
  • Employees · 7 to 6
    Nov 20, 2014 to Mar 31, 2015
  • Discretionary RAUM · $157M to $121M
    Nov 20, 2014 to Mar 31, 2015
  • Non-discretionary RAUM · $112,637 to $2.0M
    Nov 20, 2014 to Mar 31, 2015
  • RAUM · $157M to $123M
    Nov 20, 2014 to Mar 31, 2015
  • Accounts · 125 to 101
    Mar 4, 2014 to Mar 28, 2014
  • Advisory employees · 3 to 4
    Mar 4, 2014 to Mar 28, 2014
  • State-registered IARs · 0 to 4
    Mar 4, 2014 to Mar 28, 2014
  • Discretionary RAUM · $194M to $157M
    Mar 4, 2014 to Mar 28, 2014
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026