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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

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
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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 — $1.65B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$1.65Bregulatory AUM
Discretionary $1.65B