Martin & Company, Inc
- Regulatory AUM
- $1.7B
- Discretionary
- $1.7B
- Clients
- 119
- Avg AUM / client
- $13.9M
- Accounts
- 260
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of May 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 106 | $321M | 19.5% |
| Banking or thrift institutions | 1 | $33.1M | 2.01% |
| Pension and profit sharing plans | 1 | $29.7M | 1.8% |
| Charitable organizations | 4 | $47.5M | 2.88% |
| Insurance companies | 2 | $55.1M | 3.34% |
| Corporations and other businesses | 5 | $1.2B | 70.5% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Flickinger, Ted, Lawrence | Director And Executive Vice President | Jun 1999 (27y) | Less than 5% | |
| Charles Clay Stewart | Director | CFA | Apr 2004 (22y) | Less than 5% |
| Darren Andrew Williams | Director | CFA | Apr 2004 (22y) | Less than 5% |
| Atchley, James, Hugh | Director And Chairman Of The Board | Feb 2013 (14y) | Less than 5% | |
| Miller, David, Wight | Director | Feb 2013 (14y) | Less than 5% | |
| Michael Wright Holt | Director, President And Ceo | CFA | Apr 2014 (12y) | Less than 5% |
| Kruse, Karen, Morton | Chief Compliance Officer | Mar 2023 (3y) | Less than 5% | |
| Martin Rene Delaureal | Director | May 2024 (2y) | Less than 5% | |
| Joseph Leonard Brewer | Registered representative | Apr 2004 (22y) | ||
| Clayton Christopher Williams | Registered representative | CFA | Jun 2022 (4y) | |
| Benjamin Craig Davis | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| First Horizon Corporation | Sole Shareholder | Jan 1998 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/28/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Northern Trust $681M (41% of AUM) May 2026
- First Horizon Bank $408M (25% of AUM) May 2026
- First Tennessee Bank National Association $406M (27% of AUM) Mar 2019
- Fidelity Distributors Company Llc $214M (13% of AUM) May 2026
- Fidelity Investments Institutional Services Company, Inc. $155M (11% of AUM) Mar 2019
- Charles Schwab & Co. $141M (10% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 28, 2026.
View current Form ADV (SEC/IAPD) ↗