CRD: 109542
James R. Martin Consulting, INC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-1992
- Office Locations
- 1
Office Locations
About James R. Martin Consulting, INC
JRM Capital Management is a boutique, fee-for-service RIA serving individuals, nonprofits, and family foundations. It specializes in long-term asset management with custom asset allocation, manager research, and portfolio construction aimed at strong risk-adjusted returns, alongside personalized planning for retirement, charitable giving, and estate goals. Led by Jim Martin (former foundation CIO with 30+ years institutional experience), JRM leverages deep manager relationships and keeps reporting to clear, one-page communications.
Team overview
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Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES ROBERT MARTIN
Investment Advisor, President
- CRD
- --
- Ownership
- 50% but less than 75%
JILL ANNETTA FOREMAN
Chief Compliance Officer, Secretary, TREASURER, VICE PRESIDENT
- CRD
- #5023858
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $442,737,917 | $704,997 |
| Non-Discretionary | $0 | -- |
| Total | $442,737,917 | $704,997 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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