RIA Intel›Advisers›Indiana›MARTIN FINANCIAL GROUP, LLC

MARTIN FINANCIAL GROUP, LLC

Advisory

N·NEW ALBANY, IN

Data as of Nov 8, 2018 · Source: SEC Form ADV

Total AUM

$236M

1-Year AUM Growth

+27.1%

3-Year CAGR

+18.5%

Employees

8

Assets Under Management

Total AUM$236M

Discretionary AUM$229M

Non-Discretionary AUM$7M

Discretionary %97.1%

Total Clients—

Team

Total Employees8

Investment Advisers9

Employee Growth (1Y)—

Filing History

Total Filings on Record28

First FilingJan 9, 2009

Latest FilingNov 8, 2018

🔒 Full AUM trend chart and 28 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MARTIN FINANCIAL GROUP, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.