MARTIN, JAVAN VON
Firm details
- Headquarters
- ,
- CRD number
- 335035
- Registered since
- April 2, 2025
- Custodians
- THE VANGUARD GROUP, INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI99.02%
- Charitable Organizations0.72%
- Individuals0.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Martin, Javan Von operates as a sole-proprietorship independent RIA focused on individual and family clients. The firm is SEC-registered (2025) and bills on an hourly and fixed-fee basis rather than as a percentage of assets. Service offerings include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and educational seminars. The firm flags itself as an active ESG investor and tends to construct portfolios using pooled public funds as the primary building blocks while supplementing client exposure through third‑party real estate strategies. The adviser does not function as a capital allocator in the sense of directly sponsoring or seeding private funds; instead, it relies on external managers when accessing non‑traditional exposures. Given a client base skewed toward high-net-worth households, emphasis is on customized planning and portfolio design rather than mass-market product solutions.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities21%
- Cash & Cash Equivalents11%
Owners & executives
1 of 1JAVAN MARTIN
CEO and CCOCRD 5501130
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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