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Craig Lee Martin

Family Wealth Consultants, Inc.

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About Craig Lee Martin

Craig Martin is a financial advisor with over 20 years of experience in the financial services industry. Craig has worked for several firms, including Foothill Securities, Inc. and RWB Securities, Inc. Craig is a Certified Financial Planner and Chartered Financial Consultant and currently works for Family Wealth Consultants, Inc. and Fourstar Wealth Advisors, LLC. Craig provides investment advisory services and portfolio management for individuals and pooled investment vehicles. Craig manages approximately $19,998,494 in assets for clients.

Firm Information

Craig Martin is currently registered with Family Wealth Consultants, Inc.. Family Wealth Consultants, Inc. is an investment advisor with a focus on portfolio management for individuals and pooled investment vehicles. The firm manages approximately $19,998,494 in assets, with $15,572,513 under discretionary management. They serve two pooled investment vehicles and individuals, with a total of four client accounts.

$20.00M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Craig Martin’s Registration & Firm History

CA

01/09/2025 - Present

Family Wealth Consultants, Inc. (SAN JOSE CA)

CA

01/06/1999 - 06/19/2001

FOOTHILL SECURITIES, INC. (SANTA CLARA CA)

CA

01/01/1999 - 01/12/1999

RWB SECURITIES INC. (SAN JOSE CA)

CA

10/18/1993 - 01/01/1999

REINHARDT WERBA BOWEN SECURITIES, INC. (SAN JOSE CA)

AZ

11/19/1989 - 10/06/1993

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NA

04/04/1988 - 11/19/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

02/14/1983 - 04/06/1988

SOUTHMARK FINANCIAL SERVICES, INC.

NA

01/07/1982 - 11/15/1983

JOHN HANCOCK DISTRIBUTORS, INC.

NA

10/06/1982 - 07/25/1983

PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED

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Licenses & Designations

IA

Issued 01/25/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/13/1987

Series 24 - General Securities Principal Examination

BC

Issued 08/21/1982

Series 7 - General Securities Representative Examination

BC

Issued 12/28/1981

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig Lee Martin.
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