Data / Investment advisers / Washington / Martin Nelson & Co., Inc.
Martin Nelson & Co., Inc., Seattle, WA: $287 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Martin Nelson & Co., Inc. is an SEC registered investment adviser with its main office in Seattle, Washington and reports $287 million in regulatory assets under management in its Form ADV filed August 17, 2026. Its clients include individuals. It is paid through a percentage of assets under management.
The request: Watch Martin Nelson & Co., Inc. (CRD number 2903): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 2903
- SEC file number
- 801-123009
- SEC status
- Approved, effective January 11, 2022
- Main office
- 1500 Westlake Ave North #200, Seattle, WA 98109
- Phone
- (206) 682-6261
- Website
- martinnelsonco.com
- Regulatory AUM
- $287,344,200 in the Form ADV filed August 17, 2026
- Discretionary AUM
- $287,344,200
- Accounts
- 422
- Employees
- 9, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions, self-regulatory organization actions
- Latest Form ADV filing
- August 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 422 | $287.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $287.3 million | March 3, 2026 |
| December 1, 2025 | $260 million | November 11, 2025 |
Other advisers in Seattle
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Bac Capital Advisors LLC | Seattle | $301.2 million | Not listed | adviserinfo.sec.gov |
| Cloud Capital Management | Seattle | $300.2 million | Not listed | adviserinfo.sec.gov |
| Hamrick Investment Counsel, LLC | Seattle | $299.2 million | Not listed | adviserinfo.sec.gov |
| 22nw, LP | Seattle | $295.6 million | 1 | adviserinfo.sec.gov |
| Madison Park Capital Advisors, LLC | Seattle | $294.8 million | Not listed | adviserinfo.sec.gov |
| Pinnacle Partner Management LLC | Seattle | $287.3 million | 13 | adviserinfo.sec.gov |
| Avatar Capital Management LLC | Seattle | $279.6 million | 2 | adviserinfo.sec.gov |
| Viewpoint Capital Management | Seattle | $267.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Seattle, WA
- Investment advisers in Washington
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Martin Nelson & Co., Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.