JAMES R. MARTIN CONSULTING, INC
JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT Legal Name
Adviser information for JAMES R. MARTIN CONSULTING, INC last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Washington, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 661 | $417.9M |
| Non-Discretionary | 0 | $0 |
| Total | 661 | $417.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 164 | $68.8M |
| HNW Individuals | 70 | $275.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $47.8M |
| Charitable organizations | 6 | $17.3M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 1 | $8.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMSOME ARE FREE |
Identifiers
| SEC RIA File Number | 801-58066 |
|---|---|
| SEC ERA File Number | 801-58066 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 109542 |
| Legal Entity Identifier | None |
Principal Office
1111 MAIN ST. SUITE 612VANCOUVER
WA
United States
Monday - Friday, 8:30 AM - 4:30 PM
Tel: 360-567-1822, Fax: 360-567-1824
Websites
Chief Compliance Officer
JILL FOREMAN
CHIEF OPERATING OFFICER
1111 MAIN STREET, SUITE 612
VANCOUVER
WA
United States
Tel:
360-567-1822
Fax:
360-567-1824
J***@***********************M
(Full email address available in API data)
Regulatory Contact
JIM MARTIN
CHIEF INVESTMENT OFFICER
PO BOX 1369
VANCOUVER
WA
United States
Tel:
360-567-1822
Fax:
360-567-1824
J***@***********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MARTIN, JAMES, ROBERT | Individual | – | PRESIDENT | 10/1992 | > 75% |
| FOREMAN, JILL, ANNETTA | Individual | – | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT, SECRETARY, TREASURER | 08/2005 | 25-50% |
| KOERNER, DANIEL, LAURENCE | Individual | – | INVESTMENT OFFICER | 12/2019 | 10-25% |