MARTIN NELSON & CO., INC.

Overview

Martin Nelson & Co, Inc. is a small, corporate broker-dealer that also provides advisory portfolio management for individuals and small businesses. The firm is SEC-registered (2022), owned by an individual, and operates on a percentage-of-AUM fee model. Its advisory book is managed on a discretionary basis and it lists pension consulting services alongside its core individual and family work, though the client base is primarily individuals and families. Investment practice tilts strongly toward publicly traded equities. The firm’s ADV shows a clear preference for exchange-traded instruments and separately managed equity strategies, and it does not identify itself as an active ESG investor. Martin Nelson & Co, Inc. is not operated as a multi-state adviser.

Assets & Accounts

Public Holdings

Location & Offices