# James R. Martin Consulting

James R. Martin Consulting is a Bank / Wealth / Trust based in Vancouver, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Vancouver, United States
- **Region:** North America
- **Address:** Vancouver, WA, United States
- **Founded:** 1991
- **Assets under management:** Undisclosed
- **Website:** jrmcapitalmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/james-r-martin-consulting-inc

## Regulatory record

- **CRD number:** 109542
- **SEC file number:** 801-58066
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/109542

## About

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. 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. 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.

## Sectors

- Wealth Management
- Financial Services

## People

- James R. Martin — Founder

## 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.

### 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.

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- [James I. Black & Company](https://altss.com/profile/james-i-black-company)
- [James River Asset Management](https://altss.com/profile/james-river-asset-management)

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Last updated: 2026-08-11T02:43:31.692Z

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