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MARTIN, JAVAN VON
CRD 335035File 801-132183
APPROVED
Retail clients
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$952.3M
Above cohort median (national)
Discretionary AUM
$273.1M
Non-discretionary $679.1M
Clients
33
211 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Sole Proprietorship
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 2, 2025
- Principal office
- Not reported
- Phone
- 717-336-9229
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $952.3M
- Discretionary AUM
- $273.1M
- Non-discretionary AUM
- $679.1M
- Discretionary accounts
- 83
- Non-discretionary accounts
- 128
- Total accounts
- 211
- AUM per client
- $28.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $6.8M |
| High net worth individuals | 15 | $942.9M |
| Individuals (other than high net worth individuals) | 18 | $2.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
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.