SEC Form ADV

JAMES R. MARTIN CONSULTING, INC

Firm profile: James R. Martin Consulting — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserWA

$442.7M

Assets Under Management

628

Total Clients

Employees

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Registration Details

Accession: CRD-109542
Location: VANCOUVER, WA
Filing Date: March 20, 2026
AUM: $442.7M
Total Clients: 628
Institutional Clients: 5
Employees: 3
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

JAMES R. MARTIN CONSULTING, INC is a registered investment adviser headquartered in VANCOUVER, WA, managing approximately $442.7M in assets across 628 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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