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Christopher John Martin

Investment adviser representative at Tamalpais Asset Management
20 yearsExperience
1 stateRegistered in
$262.5MFirm assets
1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

20 years in the industry.

  1. Tamalpais Asset Management, LLCAug 2026 to now
  2. UnemployedJan 2026 to Jul 2026
  3. Kent Lake Capital, LLCAug 2023 to Dec 2025
  4. Wells Fargo Securities, LLCAug 2017 to Aug 2023
  5. Wells Fargo Prime Services, LLCSep 2006 to Aug 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (CA).

Tamalpais Asset Management

Legal name: Mount Tamalpais Asset Management, LLC

$262.5MAssets managed
264Clients
7Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4094151
Firm CRD
301017
Advisor's SEC record (opens in a new tab)
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