{"url":"https://nivawealth.com/firms/james-r-martin-consulting-inc-dba-jrm-capital-management-109542","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/109542","regulatoryAum":442737917,"crd":"109542","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5023858","suffix":null,"lastName":"FOREMAN","firstName":"JILL","middleName":"ANNETTA"},{"crd":"2879433","suffix":null,"lastName":"KOERNER","firstName":"DANIEL","middleName":"LAURENCE"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-17","regulatoryAum":429314243,"clients":256,"employees":3,"offices":1},{"filedOn":"2022-03-29","regulatoryAum":487939464,"clients":260,"employees":3,"offices":1},{"filedOn":"2023-03-23","regulatoryAum":400399240,"clients":260,"employees":3,"offices":1},{"filedOn":"2024-03-21","regulatoryAum":417879002,"clients":241,"employees":3,"offices":1},{"filedOn":"2025-03-25","regulatoryAum":443589981,"clients":237,"employees":3,"offices":1},{"filedOn":"2026-03-20","regulatoryAum":442737917,"clients":226,"employees":3,"offices":1}],"secFileNumber":"801-58066","legalName":"James R. Martin Consulting, Inc. Dba JRM Capital Management","displayName":"James R. Martin Consulting, Inc. 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Martin Consulting, Inc. Dba JRM Capital Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jill Foreman","title":"Chief Compliance Officer, Vice President, Secretary, Treasurer","crd":"5023858"},{"name":"James Martin","title":"President","crd":"2444413"},{"name":"Daniel Koerner","title":"Chief Investment Officer","crd":"2879433"}],"ownership":[{"label":"James Martin","detail":"President in the 50% to 75% ownership band and a control person, since October 1992."},{"label":"Jill Foreman","detail":"Chief compliance officer, vice president, secretary, treasurer in the 25% to 50% ownership band and a control person, since August 2005."},{"label":"Daniel Koerner","detail":"Chief investment officer in the 5% to 10% ownership band and a control person, since December 2024."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Washington","offices":1,"addresses":[{"street":"1111 Main St. Suite 612","city":"Vancouver","headquarters":true}]}],"brochureServices":["retirement plan services"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"360-567-1822","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"11-25","assetMix":[{"label":"Exchange-traded equity securities","percent":10},{"label":"Cash and cash equivalents","percent":5},{"label":"Other","percent":85,"detail":"Diversified Portfolios of No Load Mutual Funds"}],"privateFunds":0},"sources":{"adv1FilingDate":"20 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/109542/PDF/109542.pdf","brochureDate":"20 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022908","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does James R. Martin Consulting, Inc. Dba JRM Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does James R. Martin Consulting, Inc. Dba JRM Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does James R. Martin Consulting, Inc. Dba JRM Capital Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does James R. Martin Consulting, Inc. Dba JRM Capital Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does James R. Martin Consulting, Inc. Dba JRM Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does James R. Martin Consulting, Inc. Dba JRM Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns James R. Martin Consulting, Inc. Dba JRM Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does James R. Martin Consulting, Inc. Dba JRM Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact James R. Martin Consulting, Inc. Dba JRM Capital Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 20 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}