Charles Anthony Massiatte
Investment adviser representative at Martin Capital Advisors, LLP
24 yearsExperience
1 stateRegistered in
$181.9MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Martin Capital Advisors, LLPMay 2021 to now
- Great Hearts AcademyNov 2020 to now
- Bank of America, N.A.Nov 2018 to Mar 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2018 to Mar 2021
- Martin Capital Advisors, LLPFeb 2017 to Oct 2018
- Harvard University Extension SchoolJun 2015 to May 2018
- Eastern Oils, LLCJun 2006 to Jun 2017
- Northwest Vista CollegeJan 2002 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Martin Capital Advisors, LLP
$181.9MAssets managed
84Clients
7Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6898823
- Firm CRD
- 108529