Jrm Investment Counsel.

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Client assets under management

$289,568,585

Clients

72% high-net worth

Advisors

of 3 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Very Low

Average account size

$3,860,914

About

JRM Investment Counsel advises individuals, families, trusts, business entities and retirement plans, offering financial planning and discretionary investment management. The firm’s services include comprehensive planning topics such as retirement, tax, estate and business succession planning, and it provides consulting and ERISA fiduciary services for retirement plans.

Investment programs are built around a written Investment Objectives Plan and customized asset allocations, with ongoing monitoring, rebalancing and use of tax-loss harvesting where appropriate. The firm employs diversified multi-asset portfolios and may use fixed income, ETFs/mutual funds and limited options strategies (principally covered calls and cash‑secured puts); trade execution commonly uses block trading via a preferred Schwab custody relationship and, when appropriate, prime-broker arrangements for negotiated securities such as new-issue municipals.

Noteworthy aspects include a small, employee‑owned, three-person ownership group that co-invests alongside clients and manages roughly $650 million across about 75 client relationships, resulting in relatively high assets per client and committee-based oversight by multiple principals. JRM operates as an independent adviser without proprietary products or referral compensation, maintains a formal Code of Ethics, and does not accept custody of client assets other than fee deduction (clients receive custodial statements directly).

Client services

Financial planning Portfolio management

Expertise

Tax-loss harvesting

Fee options

Percentage

$0 - $1,000,000: 0.75% $1,000,001 - $5,000,000: 0.60% $5,000,001 - $20,000,000: 0.50% $20,000,001 - $50,000,000: 0.40% $50,000,001+: 0.30%

Main office location

Jrm Investment Counsel.

Omaha NE, United States

Number of offices

Most active in

Iowa · Nebraska · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 402-884-3737

Advisors at this firm

Lauren M

Series 63, Series 65

Omaha, NE

Jrm Investment Counsel.

Lauren Mcdonnell is a financial advisor at JRM Investment Counsel with 10 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Lockton Financial Advisors and Lockton Investment Advisors prior to joining JRM in 2018. JRM Investment Counsel serves individuals, families, trusts, business entities, retirement plans, and charitable organizations by providing discretionary investment management and financial planning services. The firm emphasizes customized multi-asset portfolios aligned with client goals, employs tax-aware strategies, and offers ERISA fiduciary consulting with a small team that co-manages accounts and co-invests alongside clients.

Tax-loss harvesting

Phil M

CFP®, Series 63, Series 66

Omaha, NE

Jrm Investment Counsel.

Phil McDonnell is a CFP® professional with 19 years of industry experience, currently serving as an advisor at JRM Investment Counsel, LLC since 2013. He holds Series 63 and Series 66 licenses and is based in Omaha, NE. JRM Investment Counsel provides discretionary investment management and financial planning services to individuals, families, trusts, business entities, retirement plans, and charitable organizations. The firm focuses on customized, tax-aware multi-asset portfolios and offers ERISA fiduciary consulting and plan services, operating as a wholly employee-owned team of three principals.

Tax-loss harvesting

Jack M

Series 63, Series 65

Omaha, NE

Jrm Investment Counsel.

Jack Mcdonnell is a financial advisor at JRM Investment Counsel with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JRM Investment Counsel since 2006. Mcdonnell also has a longstanding role at Midstates Bank, N.A., where he has worked since 2002. JRM Investment Counsel serves individuals, families, trusts, business entities, retirement plans, and charitable organizations by providing discretionary investment management and a range of financial planning services. The firm emphasizes customized, tax-aware multi-asset allocation portfolios and offers ERISA fiduciary services, with a small team structure that includes co-management and co-investment alongside clients.

Tax-loss harvesting

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