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Benjamin Seth Martin

ABACUS CAPITAL ADVISORS
Tulsa, OK
·CRD# 4268591·3 years experience

Professional Summary

Benjamin Seth Martin, who also goes by Ben Martin, is a registered financial advisor currently at ABACUS CAPITAL ADVISORS located in Tulsa, Oklahoma. Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Benjamin has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ben Martin

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

3 years in the financial services industry

Current & Past Employments

ABACUS CAPITAL ADVISORS·CRD# 309295
RIA
Tulsa, OK
March 6, 2025 - Present
RPG FAMILY WEALTH ADVISORY, LLC·CRD# 158528
RIA
Broken Arrow, OK
September 15, 2023 - June 10, 2024

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Current Firm

AC
ABACUS CAPITAL ADVISORS

ABACUS CAPITAL ADVISORS | ABACUS CAPITAL ADVISORS LLC

CRD#: 309295 / SEC#: 801-132208
RIA
Registered Investment Advisory firm - SEC (3/19/2025 Approved)
Florida
Registered Investment Advisory firm - Florida (3/15/2026 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

8181 West Broward Blvd Suite 258, Plantation, FL 33324

Phone Number

(954) 361-4210

# of Employees

3

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ABACUS CAPITAL ADVISORS ADV PART 2 (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

80

AUM (Assets Under Management)

$119,507,501

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

DB Miami Inc, Investment related, 12100 Wilshire Blvd #360, Los Angeles, CA 90025. Precious metal sales. Senior account representative. 30 hours per month.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
ABACUS CAPITAL ADVISORS

ABACUS CAPITAL ADVISORS | ABACUS CAPITAL ADVISORS LLC

CRD#: 309295 / SEC#: 801-132208
RIA
Registered Investment Advisory firm - SEC (3/19/2025 Approved)
Florida
Registered Investment Advisory firm - Florida (3/15/2026 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Florida
(3/6/2025)
IAR
Oklahoma
(3/19/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2023About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Seth Martin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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