Martin & Company

What Martin & Company does

Martin & Company Investment Counsel is an SEC Registered Investment Advisory firm founded in 1989 and headquartered in Knoxville, Tennessee. The firm manages money on a fiduciary basis for individuals, foundations, trusts, retirement assets, endowments, insurance companies, financial institutions, corporations, and public funds, reporting $1.4 billion in assets under management as of December 31, 2024. It has been affiliated with First Horizon Corporation since 1998. Investment management is delivered by a small team of CFA charterholder portfolio managers whose stated combined experience exceeds 100 years.

The firm offers four core investment strategies delivered through separately managed accounts: Balanced Account Management (a multi-asset allocation combining stocks, bonds, and cash equivalents with annual reviews and customized allocation plans), Large-Cap Equity Management (core growth-and-value exposure consistent with the S&P 500 universe, supplemented with ETFs and select mid-cap securities), Small-Cap Equity Management (a bottom-up value approach targeting 30–35 securities within the Russell 2000 universe, focused on cash flow generation and balance sheet quality), and Fixed Income Management (intermediate-maturity, investment grade bonds limited to ten years or less with average portfolio quality of AA or better). There is no evidence of proprietary technology platforms, AI/ML tooling, or APIs; the product is fundamentally human-judgment-based active management.

The business model is fee-based advisory revenue billed through recurring AUM-linked fees, with specific pricing disclosed only via Form ADV Part 2A Disclosure Brochure rather than publicly. Distribution is direct and relationship-driven, anchored by long-tenured portfolio manager relationships, referrals from existing institutional clients, and the First Horizon Corporation affiliation. The GTM motion is sales-led and regional, focused on the U.S. with no public international footprint and no third-party distribution or channel partners.

Name

Martin & Company

Legal name

Martin & Company Investment Counsel

Website

https://martin-co.com

Company type

Private

Founded year

1989

Operating status

Operating

Short description

Martin & Company Investment Counsel is an SEC Registered Investment Advisory firm managing $1.4 billion in assets for individuals, institutions, foundations, endowments, insurance companies, and public funds via four core strategies: Balanced, Large-Cap Equity, Small-Cap Equity, and Fixed Income Management.

Ownership category

akta.pro rank

Product category

Investment Advisory and Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Investment advisory services
• Asset management
• Portfolio management
• Equity management
• Fixed income management

Headquarters

HQ city

Knoxville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Investment Advisory and Management Fees: SEC Registered Investment Advisory firm managing money on behalf of clients on a fiduciary basis. Revenue is generated through fees for investment management services provided to individuals, institutions, and organizational clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

Core offering

Martin & Company Investment Counsel is an SEC Registered Investment Advisory firm that manages client assets on a fiduciary basis through four core investment strategies: Balanced Account Management, Large-Cap Equity Management, Small-Cap Equity Management, and Fixed Income Management. The firm serves individuals, foundations, trusts, retirement assets, endowments, insurance companies, financial institutions, corporations, and public funds, with all portfolios managed by CFA charterholders on a personalized basis.

Product overview

Martin & Company offers a unified investment advisory platform with four integrated investment strategies delivered through separately managed accounts. The product suite consists of Balanced Account Management (which combines multiple asset classes using the firm's equity and fixed income strategies), Large-Cap Equity Management, Small-Cap Equity Management, and Fixed Income Management. All strategies are managed by CFA® charterholder portfolio managers with over 100 years of combined investment management experience.

Differentiator

Problem solved

Functional benefit

Products and services

• Balanced Account Management
• Large-Cap Equity Management An equity strategy designed to provide capital appreciation through a core equity portfolio consisting of both growth and value components, primarily comprising large capitalization companies consistent with the S&P 500 universe, complemented with ETFs and select mid-cap equity securities. Aimed at clients seeking core large-cap U.S. equity exposure with a blend of growth and value styles.
• Small-Cap Equity Management A bottom-up, value investing strategy targeting above average returns by selecting businesses based on cash flow generation and balance sheet quality. The strategy typically owns 30-35 securities with market capitalizations ranging from approximately $100 million to $5 billion, consistent with the Russell 2000 universe. Geared to clients seeking small-cap U.S. equity exposure with a disciplined value orientation.
• Fixed Income Management An investment management strategy focused on providing consistently high income with less volatility than equities, utilizing intermediate maturity bonds (limited to ten years or less) with individual issues limited to investment grade bonds and average portfolio quality normally AA or better. Designed for clients seeking high-quality, lower-volatility income exposure.

Quantifiable outcome

• $1.4 billion in assets under management as of December 31, 2024

Named customers8 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• First Horizon CorporationcoreStrategic or Co-development Partner · 1 January 1998Martin & Company has been affiliated with First Horizon Corporation since 1998. First Horizon is a regional banking and financial services company headquartered in Memphis, Tennessee, providing complementary institutional relationships and market presence for Martin & Company's investment advisory services.

Scale indicators4 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• Glenmede: Private, fee-only investment and wealth management firm with discretionary portfolio management for individuals, foundations, and endowments. Closely comparable in fiduciary model, multi-asset strategy suite, and institutional/HNW client mix.
• Bessemer Trust: Private, multi-family office providing investment management, trust, and advisory services to UHNW families and foundations. Comparable in fiduciary discretionary management across equities and fixed income, with similar institutional-quality credentials.
• Brown Brothers Harriman: Long-standing private partnership providing investment management and private banking to families, foundations, and institutions. Comparable as a multi-strategy, active manager with a fiduciary model and trust-focused client base.
• Argent Capital Management: Mid-sized, employee-owned active equity manager focused on small-, mid-, and large-cap strategies for institutional and individual clients. Directly comparable active strategy mix and institutional client focus.
• Confluence Investment Management: Independent, employee-owned RIA offering active equity, fixed income, and balanced strategies to institutions and individuals. Highly comparable in strategy mix, fiduciary model, and independent RIA structure.
• Cypress Capital Management: Boutique active equity manager offering large-cap and small-cap strategies with a value-tilted approach to institutions and HNW clients. Comparable in active discretionary equity management and target client base.
• Cornerstone Investment Partners: Independent RIA providing active equity, fixed income, and balanced strategies to institutions and individuals, often affiliated with regional banks. Comparable strategy set and regional bank-affiliated business model.
• Fulton Breakefield Broenniman (FBB Capital Partners): Mid-Atlantic-based independent RIA offering active equity and fixed income management to HNW individuals, foundations, and retirement plans. Comparable in size, active strategies, and fiduciary client mix.

Broad incumbents

• RBC Wealth Management US (private client group): Large diversified wealth manager providing portfolio management, trust, and advisory services through a national advisor network. Comparable end-clients (HNW, institutional), but materially larger scale and broader product set than Martin & Company.

Others

• First Horizon Advisors (parent bank wealth arm): Wealth management affiliate of Martin & Company's parent/strategic affiliate First Horizon Corporation. Comparable in client overlap (corporate executives, public funds, regional HNW) and operates as a complementary distribution channel rather than a direct competitor.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Martin & Company