{
  "crd_number": 342180,
  "slug": "martin-and-company-valencia-ca-342180",
  "primary_business_name": "MARTIN & COMPANY",
  "legal_name": "MARTIN ADVISORS LLC",
  "dbas": [],
  "city": "Valencia",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "120-Day Approval",
  "registration_date": "2026-06-15",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-06-16",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 6,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/martin-&-company-tax-and-wealth-advisors",
    "https://martinadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342180",
  "city_as_filed": "VALENCIA",
  "url": "https://advisorcensus.com/firm/martin-and-company-valencia-ca-342180",
  "display_name": "Martin & Company",
  "summary": "Martin & Company is an SEC-registered investment advisory firm in Valencia, CA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 16, 2026.",
  "citation": "AdvisorCensus. Martin & Company (CRD 342180): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Martin & Company compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Martin & Company reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Martin & Company charge?",
      "a": "Its Form ADV Part 2A brochure dated June 16, 2026 states: Hourly rate: $350 an hour (financial planning services); Flat fee: $10,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Martin & Company located?",
      "a": "Martin & Company's principal office is in Valencia, CA, according to its Form ADV."
    },
    {
      "q": "Is Martin & Company registered with the SEC or a state?",
      "a": "Martin & Company is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342180."
    },
    {
      "q": "How much does Martin & Company manage?",
      "a": "Martin & Company reports $0 in regulatory assets under management in its Form ADV filing dated June 16, 2026."
    },
    {
      "q": "Does Martin & Company report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/342180"
    },
    {
      "q": "What changed in Martin & Company's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Newly registered with the SEC. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Newly registered with the SEC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 16, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $350 an hour (financial planning services)",
      "Flat fee: $10,000 (financial planning services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $350 an hour (financial planning services)"
        ],
        "quotes": [
          "Our Firm provides financial planning services for an hourly fee not to exceed $350 or a flat fee not to exceed $10,000. Fees are negotiable based on the scope and complexity of the individual services being provided."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $10,000 (financial planning services)"
        ],
        "quotes": [
          "Our Firm provides financial planning services for an hourly fee not to exceed $350 or a flat fee not to exceed $10,000. Fees are negotiable based on the scope and complexity of the individual services being provided."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 350.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning services"
        },
        {
          "kind": "flat",
          "amount": 10000.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "Our Firm provides financial planning services for an hourly fee not to exceed $350 or a flat fee not to exceed $10,000. Fees are negotiable based on the scope and complexity of the individual services being provided.",
      "Our Firm provides financial planning services for an hourly fee not to exceed $350 or a flat fee not to exceed $10,000. Fees are negotiable based on the scope and complexity of the individual services being provided."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/martin-and-company-valencia-ca-342180.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342180",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}