Martin Nelson & Co. provides portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Martin Nelson & Co. reports 422 individuals. Of its assets, 100.0% ($287M across 422 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 422 | $287M | 100.0% | $681K |
| Total | 422 | $287M | 100% | $681K |
- Clients
- 422
- Regulatory AUM
- $287M
- AUM share
- 100.0%
- Avg. per client
- $681K
Total
- Clients
- 422
- Regulatory AUM
- $287M
- AUM share
- 100%
- Avg. per client
- $681K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Martin Nelson & Co. charges 0.80%–1.00% a year for its Portfolio Management Services; its fees and minimums are set out in its brochures on the SEC website.
Martin Oliver Jr Nelson owns 25% to 50% of Martin Nelson & Co.. The leadership team of Martin Nelson & Co. includes President Scott Thomas Macartney. It has 9 employees, 4 of them in advisory roles.
Staff
- 9 employees
- 4 in advisory functions
- 8 broker-dealer reps
- Owns 25% to 50% of Martin Nelson & Co., Inc.
Martin Oliver Jr Nelson
Control person · since October 1970
- Owns 25% to 50% of Martin Nelson & Co., Inc.
Sabine Erika Regina Koenig
Control person · since October 2004
- Owns 25% to 50% of Martin Nelson & Co., Inc.
Scott Thomas Macartney
Control person · since April 2022
Martin Nelson & Co.’s regulatory assets grew 2.7× from $108M (January 2022) to $287M (August 2026); clients rose from 160 to 422 and employees were 9 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $287M | 422 | 9 | 1 |
| Feb 2025February 2025 | $260M | 392 | 7 | 1 |
| Jul 2024July 2024 | $208M | 330 | 7 | 1 |
| Mar 2023March 2023 | $159M | 273 | 7 | 1 |
| Jan 2022January 2022 | $108M | 160 | 9 | 1 |
Besides its headquarters, Martin Nelson & Co. has 0 offices, with 1 listed address in 1 state.
Washington · 1 listed address
- 1500 Westlake Ave North #200, SeattleHQ
Other business names
Martin Nelson & Co. has reported 1 other business name to the SEC.
- Martin Nelson & Co., Inc.
Contact and registration details
- Legal name
- Martin Nelson & Co., Inc.
- Headquarters
- 1500 Westlake Ave North #200, Seattle, WA 98109-3031
- Website
- martinnelsonco.com
- Phone
- 206-682-6261
- @martin-nelson-&-co.-inc.
- SEC file
- 801-123009
- Structure
- Washington corporation
- Fiscal year end
- December
Martin Nelson & Co.’s named custodians for separately managed accounts are Charles Schwab ($37.6M, 100%) and Hilltop Securities ($0, 0%). Martin Nelson & Co. does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · El Paso, TX · $37.6M100%
At year end, Martin Nelson & Co.’s separately managed accounts were mostly in stocks (95%).
What the accounts hold
- Stocks95%
- Bonds1%
- Cash5%
How many clients does Martin Nelson & Co. have?
Martin Nelson & Co. has 422 clients and manages $287 million for them, as of August 2026. They include 422 individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 August 2026
What services does Martin Nelson & Co. offer?
Martin Nelson & Co. provides portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Martin Nelson & Co. charge?
Martin Nelson & Co. charges 0.80%–1.00% a year for its Portfolio Management Services.
Which custodians does Martin Nelson & Co. use?
Martin Nelson & Co.’s separately managed account assets are held at Charles Schwab & Co., Inc. (El Paso, TX), with $37.6M. The filing also lists Hilltop Securities Inc. with no separately managed account assets.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 August 2026
How many financial advisors does Martin Nelson & Co. have?
Martin Nelson & Co. has 0 investment adviser representatives registered with state securities authorities, out of 9 employees, and 4 perform investment advisory functions. 8 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Martin Nelson & Co. invest in?
At the end of its last fiscal year, Martin Nelson & Co.’s separately managed accounts held 95% exchange-traded equities, 5% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Martin Nelson & Co.?
Martin Nelson & Co.’s direct owners are Martin Oliver Jr Nelson, Sabine Erika Regina Koenig and Scott Thomas Macartney, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 17 August 2026
How does Martin Nelson & Co. get paid?
Martin Nelson & Co. is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Martin Nelson & Co.?
Martin Nelson & Co.’s main office is at 1500 Westlake Ave North #200, Seattle, WA 98109-3031. Its phone number is 206-682-6261. Its website is martinnelsonco.com.