James R. Martin Consulting, Inc. Dba Jrm Capital Management
● SEC registered since 2000CRD 109542SEC# 801-58066Vancouver, WA
Reg. AUM
$442.7M
Employees
3
Accounts
628
Location
Vancouver, WA
James R. Martin Consulting, Inc. Dba Jrm Capital Management assets under management
James R. Martin Consulting, Inc. Dba Jrm Capital Management operates as an SEC-registered investment adviser based in Vancouver, WA. The firm has been registered since 2000. It reports $442.7 million in regulatory assets under management and employs 3 people.
James R. Martin Consulting, Inc. Dba Jrm Capital Management owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Laurence Koerner Control | Chief Investment Officer | 5-10% | 2024 |
| James Robert Martin Control | President | 50-75% | 1992 |
| Jill Annetta Foreman Control | Chief Compliance Officer, Vice President, Secretary, Treasurer | 25-50% | 2005 |
Frequently asked questions
How much does James R. Martin Consulting, Inc. Dba Jrm Capital Management manage?
James R. Martin Consulting, Inc. Dba Jrm Capital Management reports $442.7 million in regulatory assets under management on its Form ADV.
How many employees does James R. Martin Consulting, Inc. Dba Jrm Capital Management have?
James R. Martin Consulting, Inc. Dba Jrm Capital Management reports 3 employees.
Where is James R. Martin Consulting, Inc. Dba Jrm Capital Management located?
James R. Martin Consulting, Inc. Dba Jrm Capital Management is based in Vancouver, WA and has been SEC-registered since 2000.
Does James R. Martin Consulting, Inc. Dba Jrm Capital Management disclose fund performance?
James R. Martin Consulting, Inc. Dba Jrm Capital Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1111 Main St. Suite 612, Vancouver, WA 98660 |
| Phone | 360-567-1822 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$442.7MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$442.7Mregulatory AUM
Discretionary $442.7M