This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=8.0

Regulatory AUM

$287MItem 5.F on the latest filing (2026-08-17); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$287M

Private client RAUM

$287MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$57.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

9

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

422

Individual clients

422

SEC number

801-123009

CIK

71002

CRD

2903

Filings on the tape

10

First filed

Dec 8, 2021

Latest filed

Aug 17, 2026

Organised

Corporation, WA

Website

martinnelsonco.com

• Occurred

  Dec 8, 2021
  First Form ADV filing

  Martin Nelson & Co., Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2152ba8e-25d2-d5aa-a7a3-e7500a2f2e61

First observed

Dec 8, 2021

Last observed

Aug 17, 2026 34 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.