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MARTIS CAPITAL MANAGEMENT, LLC

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

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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 StatusApproved
Firm CRD#296437
SEC#801-113653
Assets Managed by Firm$1,963,312,927
No. of Clients18
No. of Advisors25

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 ClientsAUM
Firm Total18$1,963,312,927
Charitable organizations2$12,195,602

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