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Martin & Company, Inc

● SEC registered since 1998CRD 108718SEC# 801-55241Knoxville, TN
Export (members)
Reg. AUM
$1.65B
Employees
6
Accounts
260
Location
Knoxville, TN

About Martin & Company

Martin & Company is an SEC-registered investment counsel firm managing money on a fiduciary basis for individuals, foundations, trusts, retirement assets, endowments, insurers, financial institutions, and public funds. It acts in clients' best interests through discretionary portfolio management.
Summary based on the firm’s website.

Martin & Company, Inc assets under management

Martin & Company, Inc operates as an SEC-registered investment adviser based in Knoxville, TN. The firm has been registered since 1998. It reports $1.7 billion in regulatory assets under management and employs 6 people.

Martin & Company, Inc owners & executives

13 reported
NameTitleOwnershipSince
Charles Clay Stewart ControlExecutive Vice President, SecretaryUnder 5%2025
Clayton Christopher WilliamsSenior Vice PresidentUnder 5%2022
Daniel Scott Craig ControlDirectorUnder 5%2026
Darren Andrew Williams ControlDirector, President & CeoUnder 5%2025
David Timothy Reynolds ControlDirectorUnder 5%2025
First Horizon Corporation ControlSole ShareholderOver 75%1998
James Hugh Atchley ControlChairman Of The BoardUnder 5%2013
Joseph Leonard BrewerVice PresidentUnder 5%2025
Justin Lang HarrisOfficer, Tax ComplianceUnder 5%2025
Michael Wright Holt ControlDirectorUnder 5%2025
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Frequently asked questions

How much does Martin & Company, Inc manage?

Martin & Company, Inc reports $1.7 billion in regulatory assets under management on its Form ADV.

How many employees does Martin & Company, Inc have?

Martin & Company, Inc reports 6 employees.

Where is Martin & Company, Inc located?

Martin & Company, Inc is based in Knoxville, TN and has been SEC-registered since 1998.

Does Martin & Company, Inc disclose fund performance?

Martin & Company, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressTwo Centre Square, Suite 200, 625 South Gay St, Knoxville, TN 37902-1669
Phone865-541-4747
Fax865-546-9638
Office hours8:00 a.m. To 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1008868
Discloses disciplinary historyNo

Regulatory AUM

$1.65B▲ 11%
Mar '25 — $1.49BApr '25 — $1.49BMay '25 — $1.49BJun '25 — $1.49BJul '25 — $1.49BAug '25 — $1.49BSep '25 — $1.49BOct '25 — $1.49BNov '25 — $1.49BDec '25 — $1.49BJan '26 — $1.49BFeb '26 — $1.49BMar '26 — $1.65BApr '26 — $1.65BMay '26 — $1.65BJun '26 — $1.65BJul '26 — $1.65BAug '26 — $1.65BSep '26 — $1.65B
Mar '25Form ADV, monthlySep '26

How this firm compares

Regulatory AUMTop 25%
Larger than 75% of 16,369 advisers
EmployeesTop 56%
More than 44% of 16,804 advisers

Assets under management

$1.65Bregulatory AUM
Discretionary $1.65B