Unclaimed Profile

Mauricio Sanchez

MARTIN CAPITAL ADVISORS, LLP·SAN ANTONIO, Texas

SIE, Series 7, Series 63, Series 65Clean record11 years registeredMARTIN CAPITAL ADVISORS, LLP

1100 NE LOOP 410, #300, SAN ANTONIO, TX 78209CRD# 6265685Firm CRD# 108529

Profile Verification

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

Identity

Mauricio Sanchez · SAN ANTONIO, TX

Registration

CRD #6265685 · MARTIN CAPITAL ADVISORS, LLP · 11 years registered

Brand Profile

Not yet started

Career History

PORTAFOLIO CAPITAL MANAGEMENT

Feb 2024 – present

MARTIN CAPITAL ADVISORS, LLP

Jan 2019 – Oct 2025

SAN ANTONIO, TX

J.P. MORGAN SECURITIES LLC

Mar 2017 – May 2018

SAN ANTONIO, TX

BBVA WEALTH SOLUTIONS INC.

Nov 2015 – Mar 2017

San Antonio, TX

SPC

Jan 2015 – Aug 2015

SAN ANTONIO, TX

PER STIRLING CAPITAL MANAGEMENT, LLC

Sep 2014 – Dec 2014

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · September 4, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARTIN CAPITAL ADVISORS, LLP

CRD 108529 · SEC 801-121876

AUM

$125M

Regulatory assets under management

Employees

80 client accounts

Services offered by MARTIN CAPITAL ADVISORS, LLP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MARTIN CAPITAL ADVISORS, LLP →

Introduction

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Frequently Asked Questions

What services does Mauricio Sanchez offer?

Mauricio Sanchez specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Mauricio Sanchez's credentials?

Mauricio Sanchez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mauricio Sanchez located?

Mauricio Sanchez is based in SAN ANTONIO, Texas, working with MARTIN CAPITAL ADVISORS, LLP. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.

How does Mauricio Sanchez charge for services?

Mauricio Sanchez'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 MARTIN CAPITAL ADVISORS, LLP?

MARTIN CAPITAL ADVISORS, LLP has approximately 8 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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