Unclaimed Profile

Martin Lane Kerns

KERNS CAPITAL MANAGEMENT, INC.·HOUSTON, Texas

Series 6518 years registeredKERNS CAPITAL MANAGEMENT, INC.

115 MEMORIAL PARKVIEW, HOUSTON, TX 77024CRD# 5437017Firm CRD# 110107

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Martin Lane Kerns · HOUSTON, TX

Registration

CRD #5437017 · KERNS CAPITAL MANAGEMENT, INC. · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KERNS CAPITAL MANAGEMENT, INC.

ICON WEALTH PARTNERS

Aug 2022 – Oct 2024

HOUSTON, TX

ICON WEALTH PARTNERS, LLC

Feb 2021 – Aug 2022

HOUSTON, TX

WORLD INVESTMENT ADVISORS, LLC

Jun 2016 – Sep 2024

Houston, TX

KERNS CAPITAL MANAGEMENT, INC.

Oct 2007 – May 2021

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 11, 2007

Years registered · 18

Disclosure History

2023Financial·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

KERNS CAPITAL MANAGEMENT, INC.

CRD 110107 · SEC 801-57482

AUM

$155M

Regulatory assets under management

Employees

99 client accounts

Services offered by KERNS CAPITAL MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at KERNS CAPITAL MANAGEMENT, INC. →

Introduction

Speak with Martin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Martin is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HOUSTON?

Browse all registered financial advisors in HOUSTON, Texas or claim this profile if it's yours.

Browse HOUSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Martin Lane Kerns offer?

Martin Lane Kerns specializes in Investment Management, Fee-Only Advisory.

What are Martin Lane Kerns's credentials?

Martin Lane Kerns is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Martin Lane Kerns located?

Martin Lane Kerns is based in HOUSTON, Texas, last registered with KERNS CAPITAL MANAGEMENT, INC..

How does Martin Lane Kerns charge for services?

Martin Lane Kerns's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KERNS CAPITAL MANAGEMENT, INC.?

KERNS CAPITAL MANAGEMENT, INC. has approximately 3 employees and manages $155M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →