Overview
- Headquarters
- Vancouver, WA
- Total Firm Assets
- $443 million
- Average High-Net-Worth Client Portfolio Size
- $3.5 million
Fee Disclosure
Source: JRM CAPITAL MANAGEMENT 2025 BROCHURE (2025-03-25)
· View brochure text
Latest filing: JRM CAPITAL MANAGEMENT 2026 BROCHURE (2026-03-20)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $3,500,000 | 0.75% |
| $3,500,001 | $6,000,000 | 0.50% |
| $6,000,001 | $11,000,000 | 0.40% |
| $11,000,001 | $16,000,000 | 0.30% |
| $16,000,001 | $26,000,000 | 0.25% |
| $26,000,001 | $36,000,000 | 0.20% |
| $36,000,001 | and above | 0.10% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $36,250 | 0.72% |
| $10 million | $57,250 | 0.57% |
| $50 million | $135,250 | 0.27% |
| $100 million | $185,250 | 0.19% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 69.24%
- Number of High-Net-Worth Clients
- 87
- Total Client Accounts
- 628
- Discretionary Accounts
- 628
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 109542
- JRM CAPITAL MANAGEMENT 2026 BROCHURE (2026-03-20) · View brochure text
- JRM CAPITAL MANAGEMENT 2025 BROCHURE (2025-03-25) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗