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MARTIS CAPITAL MANAGEMENT, LLC

CRD 296437File 801-113653
APPROVED
Custody
Filing as of Jul 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.46B
Top 25% of cohort (national)
Discretionary AUM
$2.46B
Clients
19
19 accounts
Employees
25
Above cohort median in DC

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
PLRO
Registration date
Jul 19, 2018
Principal office
2020 K STREET NW, SUITE 720, WASHINGTON, DC, 20006
Phone
202-975-1281

Assets & accounts

ADV Item 5F
Total regulatory AUM
$2.46B
Discretionary AUM
$2.46B
Non-discretionary AUM
$0
Discretionary accounts
19
Non-discretionary accounts
0
Total accounts
19
AUM per client
$129.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizationsFewer than 5$12.0M
Pooled investment vehicles17$2.45B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described) — LOWER OF PORTFOLIO COSTS OR FAIR VALUE
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees2325increased by2
Apr 1, 2026AUM$2,138,897,780$2,459,367,996increased by$320,470,216
May 1, 2025
vs Oct 1, 2022
Employees1923increased by4
May 1, 2025
vs Oct 1, 2022
Clients1819increased by1
May 1, 2025
vs Oct 1, 2022
AUM$1,331,665,193$2,138,897,780increased by$807,232,587
May 1, 2025
vs Oct 1, 2022
Accounts2019decreased by1
Apr 1, 2022Employees1819increased by1
Apr 1, 2022Clients1518increased by3
Apr 1, 2022AUM$1,314,009,515$1,331,665,193increased by$17,655,678
Apr 1, 2022Accounts1720increased by3
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “MARTIS CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MARTIS CAPITAL” 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.