# Martin Investment Management, LLC

> Martin Investment Management, LLC is an SEC-registered investment advisory firm in Palm Beach Gardens, FL, registered since 1988, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 4, 2026.

- CRD: 105381
- Filed as: MARTIN INVESTMENT MANAGEMENT, LLC
- Also doing business as: MARTIN CAPITAL MANAGEMENT, LLC, MARTIN INVESTMENTS, LLC, TORTUE CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palm Beach Gardens, FL
- Filing period: October 2026
- Form ADV filing dated: August 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105381
- AdvisorCensus page: https://advisorcensus.com/firm/martin-investment-management-llc-palm-beach-gardens-fl-105381

## Quick answers

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

**Where is Martin Investment Management, LLC located?**
Martin Investment Management, LLC's principal office is in Palm Beach Gardens, FL, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Martin Investment Management, LLC registered with the SEC or a state?**
Martin Investment Management, LLC is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 105381.

**How much does Martin Investment Management, LLC manage?**
Martin Investment Management, LLC reports $888,055,843 in regulatory assets under management in its Form ADV filing dated August 4, 2026 (100% discretionary).

**How have Martin Investment Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Martin Investment Management, LLC: Regulatory assets under management: $741,857,741 in the October 2021 data and $888,055,843 in the October 2026 data, up 20%. Total employees: 10 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Martin Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (178); high net worth individuals (83); other investment advisers (12).

**Which custodians does Martin Investment Management, LLC use?**
Martin Investment Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists J.P. Morgan and State Street Bank and Trust Company as custodians holding 10% or more of its separately managed account assets.

**Does Martin Investment Management, LLC 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/105381

**What changed in Martin Investment Management, LLC's recent Form ADV filings?**
In the September 2026 filing data: 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)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- J.P. Morgan
- State Street Bank and Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $888,055,843
- Discretionary: $888,055,843
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 178 | $40,790,774 |
| High net worth individuals | 83 | $170,565,065 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $3,635,370 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $2,515,950 |
| Charitable organizations | 1 | $19,566,816 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 12 | $650,981,868 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1988 (38 years)
- Employees: 12 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, FL, IL, LA, NE, NY, TX, WI, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Evanston, IL

### Websites listed on Form ADV (Item 1.I)
- [martin-investments.com](https://martin-investments.com)
- Facebook @MARTIN.INVESTMENTS
- LinkedIn @martin-investment-management-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $741,857,741 | 10 | March 29, 2021 |
| October 2022 | $1,089,443,058 | 12 | June 17, 2022 |
| October 2023 | $879,710,333 | 12 | September 6, 2023 |
| October 2024 | $850,250,251 | 11 | March 26, 2024 |
| October 2025 | $849,081,929 | 12 | July 15, 2025 |
| October 2026 | $888,055,843 | 12 | August 4, 2026 |

Regulatory assets under management: $741,857,741 in the October 2021 data and $888,055,843 in the October 2026 data, up 20%.
Total employees: 10 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### May 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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 Investment Management, LLC (CRD 105381): Form ADV filing data as of October 2026.