Robert McGregor
Martin Capital Advisors · San Antonio, Texas
Robert McGregor is a fee-only financial advisor at Martin Capital Advisors in San Antonio, Texas. Robert 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 7916194 |
| Exams passed | Series 65 (2024) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.martincapital.com |
How Robert'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 Robert
Is Robert McGregor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert charges a percentage of assets.
How much does Robert charge?
According to Martin Capital Advisors's website, checked October 30, 2026: 0.25%–1% a year of assets managed.
Where is Robert McGregor based?
Robert McGregor is based in San Antonio, Texas.
Is Robert McGregor registered with the SEC?
Yes. Robert McGregor is registered as an investment adviser representative in TX (CRD 7916194), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Martin Capital Advisors manage?
Martin Capital Advisors reports $181.9M across 84 accounts in assets under management.
How do I contact Robert McGregor?
Through Robert'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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