# Martin & Associates Investment Advisory Services LLC

> Martin & Associates Investment Advisory Services LLC is a state-registered investment advisory firm in Mandeville, LA, registered since 2003, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 110644
- Filed as: MARTIN & ASSOCIATES INVESTMENT ADVISORY SERVICES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mandeville, LA
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/110644
- AdvisorCensus page: https://advisorcensus.com/firm/martin-and-associates-investment-advisory-services-llc-mandeville-la-110644

## Quick answers

**How is Martin & Associates Investment Advisory Services LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Martin & Associates Investment Advisory Services LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Martin & Associates Investment Advisory Services LLC located?**
Martin & Associates Investment Advisory Services LLC's principal office is in Mandeville, LA, according to its Form ADV.

**Is Martin & Associates Investment Advisory Services LLC registered with the SEC or a state?**
Martin & Associates Investment Advisory Services LLC is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 110644.

**How much does Martin & Associates Investment Advisory Services LLC manage?**
Martin & Associates Investment Advisory Services LLC reports $68,755,079 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (93% discretionary).

**What types of clients does Martin & Associates Investment Advisory Services LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (224); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Does Martin & Associates Investment Advisory Services LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/110644

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $68,755,079
- Discretionary: $64,120,437
- Non-discretionary: $4,634,642

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 224 | $39,779,788 |
| High net worth individuals | Fewer than 5 | $7,136,444 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $21,838,847 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2003 (23 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Martin & Associates Investment Advisory Services LLC (CRD 110644): Form ADV filing data as of October 2026.