# Martin & Company

> 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.

- CRD: 342180
- Filed as: MARTIN & COMPANY
- Legal name: Martin Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Valencia, CA
- Filing period: October 2026
- Form ADV filing dated: June 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/342180
- AdvisorCensus page: https://advisorcensus.com/firm/martin-and-company-valencia-ca-342180

## Quick answers

**How is Martin & Company compensated?**
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).

**How much does Martin & Company charge?**
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.

**Where is Martin & Company located?**
Martin & Company's principal office is in Valencia, CA, according to its Form ADV.

**Is Martin & Company registered with the SEC or a state?**
Martin & Company is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342180.

**How much does Martin & Company manage?**
Martin & Company reports $0 in regulatory assets under management in its Form ADV filing dated June 16, 2026.

**Does Martin & Company report any disciplinary disclosures?**
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

**What changed in Martin & Company's recent Form ADV filings?**
In the July 2026 filing data: Newly registered with the SEC. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 16, 2026)

- Hourly rate: $350 an hour (financial planning services)

> 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.

- Flat fee: $10,000 (financial planning services)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- martinadvisors.com
- LinkedIn @martin-&-company-tax-and-wealth-advisors

## Changes in the filing (last 12 months)

### July 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Martin & Company (CRD 342180): Form ADV filing data as of October 2026.