RMR Capital Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 11–25 clients last fiscal year.
RMR Capital Management reports 72 clients. They include 45 high-net-worth individuals and 27 individual clients. Of its assets, 100.0% ($171M across 207 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 38% | 2% |
| High-net-worth individuals | 63% | 98% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 27 | $2.98M | 1.7% | $110K |
| High-net-worth individuals | 45 | $168M | 98.3% | $3.73M |
| Total | 72 | $171M | 100% | $2.37M |
- Clients
- 27
- Regulatory AUM
- $2.98M
- AUM share
- 1.7%
- Avg. per client
- $110K
- Clients
- 45
- Regulatory AUM
- $168M
- AUM share
- 98.3%
- Avg. per client
- $3.73M
Total
- Clients
- 72
- Regulatory AUM
- $171M
- AUM share
- 100%
- Avg. per client
- $2.37M
- 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
RMR Capital Management charges up to 1.00% a year for its Asset Management. The fee is billed in arrears and is negotiable.
Fee details and sources
David Van Overeem owns 75% or more of RMR Capital Management. The leadership team of RMR Capital Management includes Chief Compliance Officer David Van Overeem. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of RMR Capital Management LLC
David Van Overeem
Control person · since October 2016
RMR Capital Management’s regulatory assets grew 1.7× from $102M (March 2021) to $171M (February 2026); clients were 72 in both filings and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $171M | 72 | 1 | 1 |
| Feb 2025February 2025 | $165M | 74 | 1 | 1 |
| Feb 2024February 2024 | $142M | 73 | 1 | 1 |
| Mar 2023March 2023 | $130M | 71 | 1 | 1 |
| Jun 2022June 2022 | $134M | 73 | 1 | 1 |
| Mar 2021March 2021 | $102M | 75 | 1 | 1 |
Besides its headquarters, RMR Capital Management has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 14471 Chambers Road, Suite 208, TustinHQ
Contact and registration details
- Legal name
- RMR Capital Management LLC
- Headquarters
- 14471 Chambers Road, Suite 208, Tustin, CA 92780
- Website
- Not reported
- Phone
- 949-922-3145
- SEC file
- 801-118066
- Structure
- California LLC
- Fiscal year end
- December
RMR Capital Management’s named custodian for separately managed accounts is Charles Schwab ($171M). RMR Capital Management has custody of $5.68M for 9 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $171M100%
At year end, RMR Capital Management’s separately managed accounts were mostly in stocks (83%) and funds (15%). Its reported 13F holdings for the quarter ended 30 June 2026 total $145M across 76 positions; the largest are Berkshire Hathaway Inc. Del (17.3%), iShares TR (8.4%) and Alphabet Inc. (4.1%).
What the accounts hold
- Stocks83%
- Funds15%
- Cash2%
How many clients does RMR Capital Management have?
RMR Capital Management has 72 clients and manages $171 million for them, as of February 2026. They include 45 high-net-worth individuals and 27 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 February 2026
What services does RMR Capital Management offer?
RMR Capital Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does RMR Capital Management charge?
RMR Capital Management charges up to 1.00% a year for its Asset Management. The fee is billed in arrears and is negotiable.
Which custodians does RMR Capital Management use?
RMR Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $171M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 February 2026
How many financial advisors does RMR Capital Management have?
RMR Capital Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 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 RMR Capital Management invest in?
At the end of its last fiscal year, RMR Capital Management’s separately managed accounts held 83% exchange-traded equities, 15% registered funds (mutual funds, ETFs, BDCs) and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns RMR Capital Management?
RMR Capital Management’s direct owner is David Van Overeem (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 February 2026
How does RMR Capital Management get paid?
RMR Capital Management is paid through a percentage of assets under management. 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 RMR Capital Management?
RMR Capital Management’s main office is at 14471 Chambers Road, Suite 208, Tustin, CA 92780. Its phone number is 949-922-3145.