Martin Nelson & Co., Inc.
● SEC registered since 2022CRD 2903SEC# 801-123009Seattle, WA
Reg. AUM
$287.3M
Employees
9
Accounts
422
Location
Seattle, WA
About Martin Nelson & Co.
Martin Nelson & Co. provides wealth management services with a track record dating back decades. It offers comprehensive financial services to help families grow, protect, and transfer wealth, including personalized investment solutions and retirement planning.
Summary based on the firm’s website.
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
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Martin Oliver Jr Nelson Control | Chairman Of The Board | 25-50% | 1970 |
| Sabine Erika Regina Koenig Control | Secretary/Treasurer/Cco | 25-50% | 2004 |
| Scott Thomas MacArtney Control | Vice President | 25-50% | 2022 |
Frequently 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, monthlyOct '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,389 advisers
EmployeesTop 43%
More than 57% of 16,799 advisers
Assets under management
$287.3Mregulatory AUM
Discretionary $287.3M