JRM Capital Management Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,509,673
Total clients
34
6% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
34
Average account size
$73,814
About
JRM Capital Management provides investment advisory and financial planning services to a mix of individual and institutional clients, including pension and profit-sharing plans, trusts, charitable organizations, corporations, investment partnerships and state or municipal entities. The brochure describes portfolio management (discretionary and non-discretionary), written financial plans and a suite of pension consulting services such as plan design, investment policy statements, selection and monitoring of investment options, and plan performance reporting.
The firm uses both fundamental and quantitative/technical analysis to build portfolios focused on mutual funds, ETFs, common stocks and debt securities, and its strategies may include short-term trades, options, margin and short sales when appropriate. JRM also offers engagement models that are less common among peers — including performance-based fee arrangements, a subscription publication, and formal procedures (e.g., loss carryforward and trade-allocation policies) intended to address conflicts that arise from performance-fee and side-by-side management.
Noteworthy for a small independent advisor, JRM places explicit emphasis on pension consulting and institutional or pooled-vehicle work, including participant education workshops and periodic plan-level reporting and documentation. The firm’s principal also provides ancillary business and tax consulting services (tax form preparation, bookkeeping, business assessment) and maintains a written code of ethics, personal-trading rules and supervisory procedures described in the brochure.
Client services
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Educational seminars or workshops
Security ratings or pricing
Expertise
Equity compensation tax strategy
Options & derivatives strategies
Occupation focus
Founder/Business Owner
Retired
Fee options
$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.
Most active in
JRM Capital Management Inc. has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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