Martin Nelson & Co., Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Seattle, WA. Its latest Form ADV filing, dated March 3, 2026, reports $287M in regulatory assets under management, 9 employees, and 422 accounts.
Assets Under Management
$287M
Employees
9
Offices
--
Total Clients
422
Primary office
SEATTLE, WA
1500 WESTLAKE AVE NORTH #200, SEATTLE, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
422
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$287Mas of March 3, 2026
Discretionary100.0%
$287M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$287M
Total Accounts422
10Y AUM Change+$179M (+166.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee47:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.