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MARTIN INVESTMENT MANAGEMENT, LLC

Advisory

N·PALM BEACH GARDENS, FL

Data as of Jul 8, 2026 · Source: SEC Form ADV

Total AUM
$888M
1-Year AUM Growth
-0.1%
3-Year CAGR
-8.0%
Employees
8
Assets Under Management
Total AUM$888M
Discretionary AUM$888M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients269
Team
Total Employees8
Investment Advisers12
Employee Growth (1Y)+14.3%
Filing History
Total Filings on Record48
First FilingJan 29, 2001
Latest FilingJul 8, 2026
🔒 Full AUM trend chart and 48 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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