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MartinWright Advisory, LLC

Updated today

Client assets under management

$115,734,031

Clients

108

93% high-net worth

Advisors

4

of 9 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

27

Low

Average account size

$1,071,611

About

MartinWright Advisory provides discretionary investment management, non‑discretionary advisory services, financial planning and consulting to a mix of institutional investors, trusts, retirement plan participants and individual clients. As of March 1, 2026 the firm reports managing about $160.7 million across roughly 116 accounts, all managed on a discretionary basis.

The firm blends active and passive portfolio management and emphasizes diversification, tailoring allocations to client profiles and objectives. Its investment toolkit includes technical and relative‑strength analysis (implemented often via ETFs), fundamental and charting analysis, options and alternative investments, tactical asset allocation and trend‑following, and the firm may use independent managers or sub‑advisors for portions of client portfolios while conducting ongoing monitoring.

MartinWright is notable for its explicit platform and inter‑advisor relationships: it discloses an ongoing business relationship with a platform (tru Independence) for reporting, compliance and transition support and an RIA‑to‑RIA arrangement to use a third‑party trading desk (via Sanctuary/Pershing) for certain executions. The firm also discloses that some supervised persons are licensed insurance agents who may offer commissionable insurance products, and it describes policies intended to manage the attendant conflicts of interest and personal trading risks.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Private / alternative investments Tax-loss harvesting

Fee options

Percentage

Up to 1% annually, assessed monthly in arrears based on account value

Other

Minimum fee: May include a minimum annual fee as outlined in the Investment Advisory Agreement

Main office location

MartinWright Advisory, LLC

3290 Northside Parkway Nw, Suite 950

Atlanta GA 30327, United States

Number of offices

1

Most active in

Georgia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Margaret W

CFA®, Series 63

Atlanta, GA

MartinWright Advisory, LLC

Margaret Wright is a CFA® charterholder with nine years of industry experience. She is currently with MartinWright Advisory, LLC, where she has worked since 2026. Her prior experience includes roles at Truist Advisory Services and SunTrust Bank. In addition to her advisory role, she is a licensed insurance agent servicing clients in Atlanta. MartinWright Advisory is an SEC-registered investment adviser providing discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base, including institutional investors and high-net-worth individuals. The firm employs a blended investment approach combining active and passive strategies, fundamental and technical analysis, and ongoing portfolio reviews.

Active portfolio management Options & derivatives strategies Private / alternative investments Tax-loss harvesting
user avatar

Bradley M

Series 65, Series 66

Atlanta, GA

MartinWright Advisory, LLC

Bradley Martin is a financial advisor at MartinWright Advisory, LLC with four years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at firms including Balentine LLC and AllianceBernstein. In addition to his advisory role, he is a licensed insurance agent providing insurance sales and service in Atlanta, GA. MartinWright Advisory is an SEC-registered investment adviser offering discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, institutional investors, high-net-worth clients, trusts, and retirement plans. The firm employs a blended investment approach combining active and passive strategies, including tactical asset allocation and trend-following disciplines, and utilizes third-party independent managers for portions of client assets.

Active portfolio management Options & derivatives strategies Private / alternative investments Tax-loss harvesting
user avatar

Hannah T

CFP®, Series 66

Atlanta, GA

MartinWright Advisory, LLC

Hannah Thompson is a CFP® and Series 66 credentialed financial advisor at MartinWright Advisory, LLC with six years of industry experience. She has worked at several firms including Truist Advisory Services and Bank of America. MartinWright Advisory is an SEC-registered investment adviser serving institutional investors, individuals, high-net-worth clients, trusts, and retirement plan participants. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting, employing a blend of active and passive strategies with ongoing portfolio monitoring.

Active portfolio management Options & derivatives strategies Private / alternative investments Tax-loss harvesting
user avatar

Hugh M

CFA®, Series 63, Series 66

Atlanta, GA

MartinWright Advisory, LLC

Hugh Merkel is a CFA® charterholder with one year of industry experience, currently serving as an advisor at MartinWright Advisory, LLC in Atlanta, GA. His prior work includes roles at Mercer Investments, LLC and MGI Funds Distributors, LLC. MartinWright Advisory is an SEC-registered investment adviser providing discretionary and non-discretionary investment management, financial planning, and consulting services to institutional investors, individuals, high-net-worth clients, trusts, and retirement plan participants. The firm employs a blend of active and passive strategies, including tactical asset allocation and trend-following disciplines, and utilizes third-party Independent Managers for portions of client assets.

Active portfolio management Options & derivatives strategies Private / alternative investments Tax-loss harvesting
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