# Martin Financial Management

> Martin Financial Management is a state-registered investment advisory firm, registered since 2002, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 6, 2026.

- CRD: 123097
- Filed as: MARTIN FINANCIAL MANAGEMENT
- Legal name: Martin Financial Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: January 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/123097
- AdvisorCensus page: https://advisorcensus.com/firm/martin-financial-management-123097

## Quick answers

**How is Martin Financial Management compensated?**
On its Form ADV (Item 5.E, October 2026), Martin Financial Management 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.

**Is Martin Financial Management registered with the SEC or a state?**
Martin Financial Management is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 123097.

**How much does Martin Financial Management manage?**
Martin Financial Management reports $62,005,344 in regulatory assets under management in its Form ADV filing dated January 6, 2026 (0% discretionary).

**What types of clients does Martin Financial Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (19); high net worth individuals (13).

**Does Martin Financial Management 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/123097

## 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: $62,005,344
- Discretionary: $0
- Non-discretionary: $62,005,344

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $18,431,088 |
| High net worth individuals | 13 | $43,574,256 |

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

### Firm details
- Registered since: 2002 (24 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- 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 Financial Management (CRD 123097): Form ADV filing data as of October 2026.