Martin Nelson & Co, Inc.

Overview

Martin Nelson & Co, Inc. is a small, individual-owned corporation that operates as a broker-dealer and SEC-registered investment adviser (registered in 2022). Its client focus is individuals and families; the firm charges fees as a percentage of assets under management and lists portfolio management for individuals and small businesses among its advisory services. The firm’s ADV also references pension consulting services, although the filing flags it as not a pension consultant. The firm does not identify as an active ESG investor or a multi-state adviser and reports it does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives