← Directory
MARTIN NELSON & CO., INC.
CRD 2903File 801-123009
APPROVED
Retail clients
Disclosure events
Filing as of Aug 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$287.3M
Below cohort median (national)
Discretionary AUM
$287.3M
Clients
422
422 accounts
Employees
9
Below cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 11, 2022
- Principal office
- 1500 WESTLAKE AVE NORTH #200, SEATTLE, WA, 98109-3031
- Phone
- 206-682-6261
- Website
- HTTP://MARTINNELSONCO.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $287.3M
- Discretionary AUM
- $287.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 422
- Non-discretionary accounts
- 0
- Total accounts
- 422
- AUM per client
- $681K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 422 | $287.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 7 | 9 | increased by2 |
| Apr 1, 2026 | Clients | 392 | 422 | increased by30 |
| Apr 1, 2026 | AUM | $260,010,706 | $287,344,200 | increased by$27,333,494 |
| Apr 1, 2026 | Accounts | 392 | 422 | increased by30 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 7 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 160 | 392 | increased by232 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $108,000,000 | $260,010,706 | increased by$152,010,706 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 155 | 392 | increased by237 |
| Feb 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MARTIN NELSON” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MARTIN NELSON” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.