MARTIN &amp; COMPANY, INC

CRD

108718

SEC file #

801-55241

EIN

—

DBA names

Martin & Company Investment Counsel

Economics

AUM

$1.65B

AUM band

$1B+

AUM trajectory

'20 · $1.48B

'21 · $1.48B

'22 · $1.57B

'23 · $1.64B

'25 · $1.49B

'26 · $1.65B

'20'26

$1.48B → $1.65B▲ +12%

sec adv history

Client mix

Individuals High Net Worth	106
Corporations	5
Charitable Organizations	4
Insurance Companies	2
Banking Institutions	1

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 7 advisors

'21 · 6 advisors

'22 · 5 advisors

'23 · 5 advisors

'25 · 5 advisors

'26 · 4 advisors

'20'26

7 advisors → 4 advisors▼ -43%

sec adv history

Primary office

KNOXVILLE TN

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — businesses

Fee basis

% of AUM

Filings

Latest ADV filing

03/27/2026

ADV-W filed at

—

Website

martin-co.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

FIRST HORIZON CORPORATION

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

FIRST HORIZON CORPORATION

ATCHLEY, JAMES, HUGH

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

MARTIN-CO.COM

Rdap Domain Creation Date

1999-01-20T05:00:00Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Participants

Form 5500 Total Compensation

97,904

Form 5500 Compensation Trajectory 3y

2025	97,904
2024	0

Form 5500 Plan Count Trajectory 3y

2024	1
2025	1

Schedule C Total Compensation

97,904

Schedule C Service Provider Rows

SEC EDGAR

Edgar Registered

sec edgar

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.3423

Soi Zip Pct 200k Plus

0.1622

Soi Zip Returns 200k Plus

180

Soi Zip Total AGI

242,450

Fdic Zip Total Deposits

43,054,223,000

Fdic Zip Branch Count

286

Fdic Zip Top Banks

Branch Banking and Trust Company

Truist Bank

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade	4
Fidelity	2
Northern Trust	2

adv brochure

Fdic Zip Branches Raw

NationsBank of Tennessee, National AssociationKnoxville, TN

NBC Knoxville BankKnoxville, TN

Fdic Zip HHI

1022.51

Fdic Zip Top Bank Share Pct

17.77

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-01-20T05:00:00Z

Rdap Domain Last Changed

2024-02-13T05:36:03Z

Rdap Nameservers

A1-142.akam.netA13-67.akam.netA20-64.akam.netA24-65.akam.net

Rdap Secure Dns Enabled

Rdap Status

Active

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	2,901
Returns	220

Stub 2

AGI	7,877
Returns	210

Stub 3

AGI	12,183
Returns	200

Soi Zip Total Business Income

5,294

Soi Zip Total Cap Gains

36,442

Soi Zip Total Dividends

7,058

Soi Zip Total Returns

1,110

Trust Company Affiliate

People (12)

STEWART, CHARLES, CLAY

WILLIAMS, CLAYTON, CHRISTOPHER

4778366

4778379

WILLIAMS, DARREN, ANDREW

4778372

BREWER, JOSEPH, LEONARD

4778322

HOLT, MICHAEL, WRIGHT

1612259

JAMES HUGH ATCHLEY

5869067

TED LAWRENCE FLICKINGER

1234687

DAVID TIMOTHY REYNOLDS

3252859

Zachary David Roberts

6935461

WALTER BUSH DOGGETT

5941614

HARRIS, JUSTIN, LANG