JRM INVESTMENT COUNSEL.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Nebraska, United States

Employees

Total Number of Employees	3
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	3
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	184	$742.0M
Non-Discretionary	0	$0
Total	184	$742.0M

Clients

Type	Number	RAUM
Individuals	15	$5.0M
HNW Individuals	53	$228.2M
Banking or thrift institutions	<5	$204.1M
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$726,021
Charitable organizations	0	$0
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	5	$303.8M
Other	<5	$246,071

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	1-10

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation	% of AUMFixed fees

Identifiers

SEC RIA File Number	801-65892
SEC ERA File Number	801-65892
SEC CIK Numbers	1631084
SEC CRD Numbers	138004
Legal Entity Identifier	None

Principal Office

13625 CALIFORNIA
SUITE 140
OMAHA
NE
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic