Brian Martin
Martin & Company · Valencia, California
Brian Martin is a fee-only financial advisor at Martin & Company in Valencia, California. Martin & Company reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Martin & Company |
|---|---|
| Based in | Valencia, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $336.2M across 728 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 5390388 |
| Exams passed | Series 66 (2007) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.martinadvisors.com |
How Brian's firm compares
- Martin & Company's average account is about $462,000, from its Form ADV (assets managed divided by 728 accounts).
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Questions about Brian
Is Brian Martin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Martin & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Martin & Company, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Martin based?
Brian Martin is based in Valencia, California.
Is Brian Martin registered with the SEC?
Yes. Brian Martin is registered as an investment adviser representative in CA and TX (CRD 5390388), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Martin & Company manage?
Martin & Company reports $336.2M across 728 accounts in assets under management.
How do I contact Brian Martin?
Through Brian's website, www.martinadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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