# Jeffrey Martin

> Jeffrey Martin is a fee-only financial advisor at Capital Investment Management in Edmonds, Washington, who holds the ChFC credential. Jeffrey focuses on retirement planning. Capital Investment Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-martin/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Capital Investment Management
- **Based in:** Edmonds, Washington
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $10.3M across 69 accounts
- **Credentials:** ChFC
- **Specialties:** Retirement planning
- **CRD:** 2679178 (https://adviserinfo.sec.gov/individual/summary/2679178)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 63 (1995), Series 65 (1996)
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.capitalim.com

## Frequently asked questions

### Is Jeffrey Martin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Capital Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey's firm, Capital Investment Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jeffrey Martin based?

Jeffrey Martin is based in Edmonds, Washington.

### What does Jeffrey specialize in?

Jeffrey's specialties include retirement planning.

### What credentials does Jeffrey Martin hold?

Jeffrey Martin holds the ChFC credential.

### Is Jeffrey Martin registered with the SEC?

Yes. Jeffrey Martin is registered as an investment adviser representative in WA (CRD 2679178), 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 Capital Investment Management manage?

Capital Investment Management reports $10.3M across 69 accounts in assets under management.

### How do I contact Jeffrey Martin?

Through Jeffrey's website, www.capitalim.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2679178): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.capitalim.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.