Jrm Investment Counsel, L.L.C.
● SEC registered since 2006CRD 138004SEC# 801-65892
Reg. AUM
$649.4M
Employees
3
Accounts
219
Location
—
Jrm Investment Counsel, L.L.C. assets under management
Jrm Investment Counsel, L.L.C. is an SEC-registered investment adviser. The firm has been registered since 2006. It reports $649.4 million in regulatory assets under management and employs 3 people.
Jrm Investment Counsel, L.L.C. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jack Robert McDonnell Control | Managing Member And President | 25-50% | 2005 |
| Lauren Marie McDonnell Control | Vice President | 25-50% | 2018 |
| Phil Thomas McDonnell Control | Chief Compliance Officer | 25-50% | 2016 |
Frequently asked questions
How much does Jrm Investment Counsel, L.L.C. manage?
Jrm Investment Counsel, L.L.C. reports $649.4 million in regulatory assets under management on its Form ADV.
How many employees does Jrm Investment Counsel, L.L.C. have?
Jrm Investment Counsel, L.L.C. reports 3 employees.
Does Jrm Investment Counsel, L.L.C. disclose fund performance?
Jrm Investment Counsel, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 402-884-3737 |
| Fax | 866-669-9887 |
| Office hours | 8:30-4:00 |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1631084 |
| Discloses disciplinary history | No |
Regulatory AUM
$649.4M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$649.4Mregulatory AUM
Discretionary $649.4M