Martin Nelson & Co., Inc.
● SEC registered since 2022CRD 2903SEC# 801-123009Seattle, WA
Reg. AUM
$287.3M
Employees
9
Accounts
422
Location
Seattle, WA
Martin Nelson & Co., Inc. assets under management
Martin Nelson & Co., Inc. is a registered investment adviser overseen by the SEC based in Seattle, WA. The firm has been registered since 2022. It reports $287.3 million in regulatory assets under management and employs 9 people.
Martin Nelson & Co., Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Frederic Louis Roebke | Vice President | Under 5% | 2003 |
| Martin Oliver Jr Nelson Control | President/Cco | Over 75% | 1970 |
| Sabine Erika Regina Koenig | Secretary/Treasurer | Under 5% | 2004 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Martin Nelson & Co., Inc. manage?
Martin Nelson & Co., Inc. reports $287.3 million in regulatory assets under management on its Form ADV.
How many employees does Martin Nelson & Co., Inc. have?
Martin Nelson & Co., Inc. reports 9 employees.
Where is Martin Nelson & Co., Inc. located?
Martin Nelson & Co., Inc. is based in Seattle, WA and has been SEC-registered since 2022.
Does Martin Nelson & Co., Inc. disclose fund performance?
Martin Nelson & Co., Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1500 Westlake Ave North #200, Seattle, WA 98109-3031 |
| Phone | 206-682-6261 |
| Fax | 206-447-9849 |
| Office hours | 6:30a.m. - 3:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 71002 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$287.3M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$287.3Mregulatory AUM
Discretionary $287.3M