MARTIN, JAVAN VON

RIASEC RegisteredEst. 2025
Total AUM
$952M
Discretionary
$273M
29% of AUM
Avg account
$4.5M
Accounts
211
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 68%, Exchange Traded Equities 21%, Cash & Cash Equivalents 11%68%
  • Public Funds/Mutual Funds68%
  • Exchange Traded Equities21%
  • Cash & Cash Equivalents11%

Owners & executives

1 of 1
  • JAVAN MARTIN

    CEO and CCOCRD 5501130

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth