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MARTIN FINANCIAL MANAGEMENT, LLC

Advisory

IL

Data as of Jan 6, 2026 · Source: SEC Form ADV

Rank in IL
#1,147
of 1,719 advisers by AUM
Average account
$320K
across 194 accounts
AUM per adviser
$62M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 6, 2026.

Total AUM
$62M
Discretionary %
0%
Clients
32
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$62M
Discretionary AUM$0
Non-Discretionary AUM$62M
Discretionary %0%
Total Clients32
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

ADVOCATE INVESTMENT ADVISORS, L.L.C.
CHICAGO, IL
$62M
-24.4% 1Y
VARA CAPITAL MANAGEMENT, L.L.C.
CHICAGO, IL
$62M
+35.8% 1Y
HORACE MANN INVESTORS, INC.
SPRINGFIELD, IL
$62M
0.0% 1Y
LESTER GEORGE JACKSON
PARK RIDGE, IL
$62M
-5.5% 1Y
AMM ACCOUNTING SERVICES INC
NORTHBROOK, IL
$62M
-61.0% 1Y
OPTIMIZED CAPITAL LLC
$63M

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