Charles Massiatte
Martin Capital Advisors · San Antonio, Texas
Charles Massiatte is a fee-only financial advisor at Martin Capital Advisors in San Antonio, Texas. Charles charges a percentage of assets (0.25%–1% a year of assets managed).
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Facts
| Firm | Martin Capital Advisors |
|---|---|
| Based in | San Antonio, Texas |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.25%–1% a year of assets managed |
| Assets under management | $181.9M across 84 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6898823 |
| Exams passed | Series 66 (2019) |
| Firm size | 9 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.martincapital.com |
| Profile |
How Charles's firm compares
- Martin Capital Advisors's average account is about $2.2 million, from its Form ADV (assets managed divided by 84 accounts).
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Questions about Charles
Is Charles Massiatte a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Martin Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles charges a percentage of assets.
How much does Charles charge?
According to Martin Capital Advisors's website, checked October 30, 2026: 0.25%–1% a year of assets managed.
Where is Charles Massiatte based?
Charles Massiatte is based in San Antonio, Texas.
Is Charles Massiatte registered with the SEC?
Yes. Charles Massiatte is registered as an investment adviser representative in TX (CRD 6898823), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Martin Capital Advisors manage?
Martin Capital Advisors reports $181.9M across 84 accounts in assets under management.
How do I contact Charles Massiatte?
Through Charles's website, www.martincapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Antonio
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
- Martin Capital Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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