Data / Investment advisers / Tennessee / Martin & Company Investment Counsel
Martin & Company Investment Counsel, Knoxville, TN: $1.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Martin & Company Investment Counsel is an SEC registered investment adviser with its main office in Knoxville, Tennessee and reports $1.7 billion in regulatory assets under management in its Form ADV filed May 28, 2026. Its clients include corporations and other businesses, high net worth individuals and insurance companies. It is paid through a percentage of assets under management.
The request: Watch Martin & Company Investment Counsel (CRD number 108718): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 108718
- SEC file number
- 801-55241
- SEC status
- Approved, effective January 2, 1998
- Legal name
- Martin & Company, Inc
- Main office
- Two Centre Square, Suite 200 625 South Gay St, Knoxville, TN 37902
- Phone
- (865) 541-4747
- Website
- martin-co.com
- Regulatory AUM
- $1,650,533,110 in the Form ADV filed May 28, 2026
- Discretionary AUM
- $1,650,533,110
- Accounts
- 260
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 5 | $1.16 billion |
| High net worth individuals | 106 | $321 million |
| Insurance companies | 2 | $55.1 million |
| Charitable organizations | 4 | $47.5 million |
| Banking or thrift institutions | 1 | $33.1 million |
| Pension and profit sharing plans | 1 | $29.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.65 billion | March 27, 2026 |
| December 1, 2025 | $1.49 billion | October 1, 2025 |
Other advisers in Knoxville
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| GSV Equity Holdings, LLC | Knoxville | $4.58 billion | 14 | adviserinfo.sec.gov |
| Rather & Kittrell, Inc. | Knoxville | $2.25 billion | Not listed | adviserinfo.sec.gov |
| Patriot Investment Management Group Inc | Knoxville | $1.91 billion | Not listed | adviserinfo.sec.gov |
| Tvamp, LLC | Knoxville | $1.19 billion | Not listed | adviserinfo.sec.gov |
| Pya Waltman Capital, LLC | Knoxville | $1.01 billion | Not listed | adviserinfo.sec.gov |
| Proffitt & Goodson Inc. | Knoxville | $797.7 million | Not listed | adviserinfo.sec.gov |
| WMG Financial Advisors, LLC | Knoxville | $693.8 million | Not listed | adviserinfo.sec.gov |
| Cogentblue | Knoxville | $606 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Knoxville, TN
- Investment advisers in Tennessee
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving corporations and other businesses
- Advisers serving high net worth individuals
- Martin & Company Investment Counsel on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.