JRM Capital Management Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,509,673
Clients
34
6% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
34
HighAverage account size
$73,814
About
JRM Capital Management, Inc. provides investment supervisory and financial planning services to a mix of individuals and institutional clients, including pension and profit-sharing plans, trusts, charitable organizations, corporations, and state or municipal entities. The firm’s advisory work includes pension consulting and participant-facing services such as individualized participant advice and periodic educational workshops.
Portfolios are customized using mutual funds, ETFs, common stocks and fixed income, with investment decisions informed by fundamental analysis and quantitative models; JRM may also employ options, margin and short sales where appropriate to client objectives. The firm accepts both discretionary and non‑discretionary mandates and offers multiple compensation arrangements, including arrangements that incorporate a performance‑based component.
Relative to many single‑advisor independents, JRM publishes a subscription research periodical and provides a broad set of retirement-plan services (plan design, document preparation, and assistance with Department of Labor/IRS issues) along with participant education—features less commonly offered by peers. The firm also works with pooled investment vehicles and institutional accounts and maintains ancillary business services (business and tax consulting, bookkeeping) alongside its advisory practice.
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
$850 to $4,550 annually
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%
$200 to $450 per hour
Annual management fee plus performance fee based on net equity change; management fee tiers same as asset-based fees (see fee_tiers) plus performance fees ranging from 0.00% to 6.5% of net equity increase depending on annual performance: 14% or less = 0%, 15-19.99% = 3.00%, 20-29.99% = 4.50%, 30-39.99% = 5.50%, 40%+ = 6.50%
$485 per year
Main office location
JRM Capital Management Inc.
Mitchellville MD, United States
Number of offices
1
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:
-
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.
-
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
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