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James R. Martin Consulting
James R. Martin established James R. Martin Consulting in 1991 as a registered investment advisor based in Vancouver, Washington. The firm serves individuals,...
James R. Martin Consulting
James R. Martin established James R. Martin Consulting in 1991 as a registered investment advisor based in Vancouver, Washington. The firm serves individuals, high-net-worth families, charitable institutions, foundations, and ERISA-qualified retirement plans, providing portfolio management, financial planning, and investment advisory services. The firm operates as a traditional wealth management practice, constructing and managing portfolios for a client base that spans retail and institutional mandates. Its ERISA plan advisory work signals a compliance and fiduciary infrastructure that exceeds the threshold for a purely retail shop. The geographic focus is the greater Portland-Vancouver metropolitan area, with client relationships concentrated in the Pacific Northwest. As a boutique RIA with a 30-plus-year operating history, the firm maintains a low public profile. No AUM, team headcount, or named portfolio holdings are publicly disclosed. The practice does not appear to operate adjacent vehicles such as philanthropic foundations, real-asset arms, or club-investment structures. James R. Martin Consulting's structural differentiator is its longevity in a market dominated by consolidating aggregators. As a single-principal RIA founded in the early 1990s and still operating under its founder's name, the firm represents the independent advisory model that existed before the roll-up era — a posture that appeals to clients seeking continuity and direct access to the named decision-maker.
General information
Firm type
Bank / Wealth / Trust
Year founded
1991
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Vancouver
Corporate office
Vancouver, WA, United States
Principals
James R. Martin
Founder
Sector focus
Frequently asked questions
What types of clients does James R. Martin Consulting serve?
The firm advises individuals, high-net-worth individuals, charitable institutions, foundations, and ERISA-qualified retirement plans. This mix places it at the intersection of retail wealth management and institutional fiduciary advisory work.
Is James R. Martin Consulting a single-family office or a multi-family office?
Neither. It is structured as a registered investment advisor, not a family office. The firm provides discretionary portfolio management and financial planning to multiple unrelated clients, including individuals and institutional accounts.
Does the firm publicly disclose its assets under management?
No AUM figure is publicly available. The firm has maintained a consistently low public profile across its three-decade history and does not publish its regulatory filings on its website in an accessible manner.
What is the firm's investment approach?
James R. Martin Consulting provides portfolio management and investment advisory services, constructing allocations for clients across traditional asset classes. The firm has an ERISA fiduciary overlay, meaning its retirement-plan advisory work is subject to heightened fiduciary standards under the Employee Retirement Income Security Act.
Who makes investment decisions at the firm?
The firm operates under its founder and namesake, James R. Martin. As a single-principal advisory practice with no named additional partners or investment committee members in public records, investment authority likely rests with him.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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