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Partner, Director of Portfolio Management Services · Martin Capital Advisors, LLP

Charles A. Massiatte

CRD 6898823 · Named on Form ADV at one SEC-registered adviser

At a glance

Martin Capital Advisors, LLP, an SEC-registered wealth manager based in SAN Antonio, TX with $182 million in regulatory assets, lists Charles A. Massiatte on its Form ADV as Partner, Director of Portfolio Management Services.

Firms and roles

  • Martin Capital Advisors, LLPPartner, Director of Portfolio Management ServicesWealth manager · SAN Antonio, TX · $182M in regulatory assets

AtlasMembers

Charles’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Charles’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.