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MARTIS CAPITAL MANAGEMENT, LLC

WASHINGTON, DC · CRD 296437 · IAPD ↗ · martiscapital.com · 202-975-1281

$2.46BRegulatory AUM
15Advisory reps
25Employees
0Clients
n/aPlanning clients
15Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2025 — MARTIS CAPITAL MANAGEMENT, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
January 2025 — MARTIS CAPITAL MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
59
January 2025 — MARTIS CAPITAL MANAGEMENT, LLC grew from 14 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.