$24.7M Total AUM
$24.5M Disc. AUM
-- 3Y CAGR
1 Employees
64 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-13-2018
- Office Locations
- 1
Office Locations
-- Rosenberg TX
About JHM Asset Management, LLC
JHM Asset Management is an independent, fee-only RIA in the West Houston area providing wealth management and investment advisory services for investors across wealth levels. The firm emphasizes fiduciary advice with no sales commissions and custodies client assets exclusively at Charles Schwab. Portfolios commonly incorporate ETFs and mutual funds as core building blocks.
Team overview
-- AVG AGE
$24.7M AVG AUM / ADVISOR
$385.7K AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
JAMES MICHAEL CRAWFORD JR.
Chief Compliance Officer, Chief Executive Officer, Managing Member, President
- CRD
- #4152252
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,455,034 | -- |
| Non-Discretionary | $229,668 | -- |
| Total | $24,684,702 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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