Advisor at JRM Capital Management Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
JRM Capital Management Inc.
Location
Mitchellville, MD
Credentials
Series 63, Series 65
Industry experience
27 years
Jeff Mitchell is the principal of JRM Capital Management Inc., an independent advisory firm based in Mitchellville, MD. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to founding JRM Capital Management in 2003, he has been associated with Lifemark Securities Corp. since 2009. JRM Capital Management provides investment advisory and financial planning services to individual and institutional clients, including pension plans, trusts, and charitable organizations. The firm employs both fundamental and quantitative analysis to manage portfolios across various asset classes and offers specialized pension consulting services alongside unique engagement models such as performance-based fees and subscription publications.
Based on JRM Capital Management Inc.
Based on JRM Capital Management Inc.
$800 to $4,250 annually, depending on level and scope of services; may be one-time fixed fee for financial planning
Less than $500,000 - $500,000: 2.25% $500,001 - $2,000,000: 1.75% $2,000,001 - $5,000,000: 1.25% $5,000,001+: 0.90%
$185 to $425 per hour, negotiable, billed in 15-minute increments
Performance-based fee in addition to asset-based fee; performance fees range from 0.00% to 6.50% annually based on net equity gains; asset-based fees same as tiered schedule above; performance fee applies only to clients with at least $500,000 under management or net worth exceeding $1,000,000
Account minimum: No special requirements for opening an account other than execution of the Client Advisory Agreement (CAA) and supporting documents; however, performance-based fee arrangements require at least $500,000 under management or a net worth exceeding $1,000,000 at the time of agreement execution.
Mitchellville, MD
Maryland
Lifemark Securities Corp.
2009 - Present (17 years)
JRM Capital Management Inc.
2003 - Present (23 years)
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Trust company
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Real estate agent
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Other specialized services
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