MARTIN FINANCIAL MANAGEMENT

MARTIN FINANCIAL MANAGEMENT is an SEC-registered investment adviser (CRD 123097). Regulatory assets under management: $62.0M.

Registration

• CRD: 123097
• Type: Registered investment adviser
• Phone: 847-250- 5530
• Latest filing: 2026-01-06
• Regulatory AUM: $62.0M
• Non-discretionary AUM: $62.0M
• Clients: 1
• Accounts: 194

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 123097 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search