# Martin Capital Planning

> Martin Capital Planning is a state-registered investment advisory firm in East Longmeadow, MA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 7, 2025.

- CRD: 337257
- Filed as: MARTIN CAPITAL PLANNING
- Legal name: Martin Capital Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: East Longmeadow, MA
- Filing period: October 2026
- Form ADV filing dated: July 7, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337257
- AdvisorCensus page: https://advisorcensus.com/firm/martin-capital-planning-east-longmeadow-ma-337257

## Quick answers

**How is Martin Capital Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Martin Capital Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Martin Capital Planning located?**
Martin Capital Planning's principal office is in East Longmeadow, MA, according to its Form ADV.

**Is Martin Capital Planning registered with the SEC or a state?**
Martin Capital Planning is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337257.

**How much does Martin Capital Planning manage?**
Martin Capital Planning reports $0 in regulatory assets under management in its Form ADV filing dated July 7, 2025.

**Does Martin Capital Planning 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/337257

## From the Form ADV filing

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

### 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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- martincapitalplanning.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Martin Capital Planning (CRD 337257): Form ADV filing data as of October 2026.