James Martin
Nordwand Capital · Radnor, Pennsylvania
James Martin is a fee-only financial advisor at Nordwand Capital in Radnor, Pennsylvania. James focuses on estate & legacy planning and family wealth transfer. Nordwand Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Nordwand Capital |
|---|---|
| Based in | Radnor, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $3.97B across 307 accounts |
| SEC registration | Investment adviser representative in MA, PA · CRD 1218618 |
| Exams passed | Series 63 (1984) · Series 66 (2006) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.nordwandcapital.com |
How James's firm compares
- Nordwand Capital's average account is about $12.9 million, from its Form ADV (assets managed divided by 307 accounts).
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Questions about James
Is James Martin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Nordwand Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Nordwand Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Martin based?
James Martin is based in Radnor, Pennsylvania.
What does James specialize in?
James's specialties include estate & legacy planning and family wealth transfer. James works with multi-generational families.
Is James Martin registered with the SEC?
Yes. James Martin is registered as an investment adviser representative in MA and PA (CRD 1218618), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Nordwand Capital manage?
Nordwand Capital reports $3.97B across 307 accounts in assets under management.
How do I contact James Martin?
Through James's website, www.nordwandcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Nordwand Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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