Jeffrey Martin
Capital Investment Management · Edmonds, Washington
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.
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Specialties
Facts
| Firm | Capital Investment Management |
|---|---|
| Based in | Edmonds, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $10.3M across 69 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in WA · CRD 2679178 |
| Exams passed | Series 63 (1995) · Series 65 (1996) |
| Disclosures | Reported; see the SEC record |
| Website | www.capitalim.com |
How Jeffrey's firm compares
- Capital Investment Management's average account is about $149,000, from its Form ADV (assets managed divided by 69 accounts).
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Questions about Jeffrey
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.
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
- Capital Investment Management 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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