MARTIS CAPITAL MANAGEMENT, LLC

2020 K Street Nw
Suite 720
Washington, District of Columbia 20006
Tel: 202-975-1281

About MARTIS CAPITAL MANAGEMENT, LLC

MARTIS CAPITAL MANAGEMENT, LLC, formally registered with the SEC as MARTIS CAPITAL MANAGEMENT, LLC. The firm was established in 07/19/2018. They have over 3 offices throughout the country.

MARTIS CAPITAL MANAGEMENT, LLC is a Washington, District of Columbia based Financial Planning firm with nearly $1,963,312,927 assets under management, offering retirement planning & investment advisory services to 18 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	296437
SEC#	801-113653
Assets Managed by Firm	$1,963,312,927
No. of Clients	18
No. of Advisors	25

Fee Structure

A percentage of AUM
Performance Based
Other (LOWER OF PORTFOLIO COSTS OR FAIR VALUE)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	18	$1,963,312,927
Charitable organizations	2	$12,195,602

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