James R. Martin Consulting, Inc. Dba JRM Capital Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and retirement plan services. Financial planning was provided to 11–25 clients last fiscal year.
James R. Martin Consulting, Inc. Dba JRM Capital Management reports 226 clients. They include 133 individual clients, 87 high-net-worth individuals and 5 charitable organizations. Of its assets, 100.0% ($443M across 628 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 59% | 13% |
| High-net-worth individuals | 38% | 69% |
| Pension and profit-sharing plans | Fewer than 5 | 12% |
| Charitable organizations | 2% | 4% |
| Corporations and other businesses | <1% | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 133 | $59.2M | 13.4% | $445K |
| High-net-worth individuals | 87 | $307M | 69.2% | $3.52M |
| Pension and profit-sharing plans | Fewer than 5 | $54.2M | 12.2% | — |
| Charitable organizations | 5 | $15.7M | 3.5% | $3.13M |
| Corporations and other businesses | Fewer than 5 | $7.13M | 1.6% | $7.13M |
| Total | 226 | $443M | 100% | — |
- Clients
- 133
- Regulatory AUM
- $59.2M
- AUM share
- 13.4%
- Avg. per client
- $445K
- Clients
- 87
- Regulatory AUM
- $307M
- AUM share
- 69.2%
- Avg. per client
- $3.52M
- Clients
- Fewer than 5
- Regulatory AUM
- $54.2M
- AUM share
- 12.2%
- Avg. per client
- —
- Clients
- 5
- Regulatory AUM
- $15.7M
- AUM share
- 3.5%
- Avg. per client
- $3.13M
- Clients
- Fewer than 5
- Regulatory AUM
- $7.13M
- AUM share
- 1.6%
- Avg. per client
- $7.13M
Total
- Clients
- 226
- Regulatory AUM
- $443M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
James R. Martin Consulting, Inc. Dba JRM Capital Management charges 0.10%–1.00% a year for its Standard Management Fees. The fee is billed in advance.
Fee details and sources
James Martin owns 50% to 75% of James R. Martin Consulting, Inc. Dba JRM Capital Management. The leadership team of James R. Martin Consulting, Inc. Dba JRM Capital Management includes President Jill Foreman and Chief Investment Officer Daniel Koerner. It has 3 employees.
Leadership
- Jill ForemanChief Compliance Officer, Vice President, Secretary, Treasurer
- James MartinPresident
- Daniel KoernerChief Investment Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- Owns 50% to 75% of James R. Martin Consulting, Inc. Dba JRM Capital Management
James Martin
Control person · since October 1992
- Owns 25% to 50% of James R. Martin Consulting, Inc. Dba JRM Capital Management
Jill Foreman
Control person · since August 2005
- Owns 5% to 10% of James R. Martin Consulting, Inc. Dba JRM Capital Management
Daniel Koerner
Control person · since December 2024
James R. Martin Consulting, Inc. Dba JRM Capital Management’s regulatory assets went from $429M (March 2021) to $443M (March 2026); clients fell from 256 to 226 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $443M | 226 | 3 | 1 |
| Mar 2025March 2025 | $444M | 237 | 3 | 1 |
| Mar 2024March 2024 | $418M | 241 | 3 | 1 |
| Mar 2023March 2023 | $400M | 260 | 3 | 1 |
| Mar 2022March 2022 | $488M | 260 | 3 | 1 |
| Mar 2021March 2021 | $429M | 256 | 3 | 1 |
Besides its headquarters, James R. Martin Consulting, Inc. Dba JRM Capital Management has 0 offices, with 1 listed address in 1 state.
Washington · 1 listed address
- 1111 Main St. Suite 612, VancouverHQ
Other business names
James R. Martin Consulting, Inc. Dba JRM Capital Management has reported 1 other business name to the SEC.
- JRM Capital Management
Contact and registration details
- Legal name
- James R. Martin Consulting, Inc. Dba JRM Capital Management
- Headquarters
- 1111 Main St. Suite 612, Vancouver, WA 98660
- Website
- jrmcapitalmanagement.com
- Phone
- 360-567-1822
- SEC file
- 801-58066
- Founded
- 1991
- Structure
- Washington corporation
- Fiscal year end
- December
James R. Martin Consulting, Inc. Dba JRM Capital Management’s named custodian for separately managed accounts is Charles Schwab ($443M). James R. Martin Consulting, Inc. Dba JRM Capital Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · El Paso, TX · $443M100%
At year end, James R. Martin Consulting, Inc. Dba JRM Capital Management’s separately managed accounts were largely in stocks (10%).
What the accounts hold
- Stocks10%
- Cash5%
- Other85%
- Diversified portfolios of no load mutual funds85%
How many clients does James R. Martin Consulting, Inc. Dba JRM Capital Management have?
James R. Martin Consulting, Inc. Dba JRM Capital Management has 226 clients and manages $443 million for them, as of March 2026. They include 133 individual clients, 87 high-net-worth individuals and 5 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 March 2026
What services does James R. Martin Consulting, Inc. Dba JRM Capital Management offer?
James R. Martin Consulting, Inc. Dba JRM Capital Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does James R. Martin Consulting, Inc. Dba JRM Capital Management charge?
James R. Martin Consulting, Inc. Dba JRM Capital Management charges 0.10%–1.00% a year for its Standard Management Fees. The fee is billed in advance.
Source: JRM CAPITAL MANAGEMENT 2026 BROCHURE, filed 20 March 2026
Which custodians does James R. Martin Consulting, Inc. Dba JRM Capital Management use?
James R. Martin Consulting, Inc. Dba JRM Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (El Paso, TX), with $443M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 March 2026
How many financial advisors does James R. Martin Consulting, Inc. Dba JRM Capital Management have?
James R. Martin Consulting, Inc. Dba JRM Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does James R. Martin Consulting, Inc. Dba JRM Capital Management invest in?
At the end of its last fiscal year, James R. Martin Consulting, Inc. Dba JRM Capital Management’s separately managed accounts held 85% other, 10% exchange-traded equities and 5% cash and equivalents. The 85% other category is described as: Diversified Portfolios of No Load Mutual Funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns James R. Martin Consulting, Inc. Dba JRM Capital Management?
James R. Martin Consulting, Inc. Dba JRM Capital Management’s direct owners are James Martin (50% to 75%), Jill Foreman (25% to 50%) and Daniel Koerner (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 20 March 2026
How does James R. Martin Consulting, Inc. Dba JRM Capital Management get paid?
James R. Martin Consulting, Inc. Dba JRM Capital Management is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact James R. Martin Consulting, Inc. Dba JRM Capital Management?
James R. Martin Consulting, Inc. Dba JRM Capital Management’s main office is at 1111 Main St. Suite 612, Vancouver, WA 98660. Its phone number is 360-567-1822. Its website is jrmcapitalmanagement.com.