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MARTIN NELSON & CO., INC.
CRD 2903File 801-123009
APPROVED
Retail clients
Disclosure events
Filing as of Mar 3, 2026
Feed vintage Aug 17, 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
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.