J
$2.5M Total AUM
$2.5M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Interactive Brokers · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2004
- Office Locations
- 1
Office Locations
-- Mitchellville MD
About JRM Capital Management Inc.
JRM Capital Management is a Maryland-based retail RIA offering financial planning and portfolio management, including retirement plan, estate, tax, and insurance planning. Portfolios emphasize asset-allocation implementation primarily via ETFs, complemented by investment-grade corporate and U.S. government/agency bonds plus some municipal exposure and cash. Custody is listed as SEI.
Team overview
-- AVG AGE
$2.5M AVG AUM / ADVISOR
$73.8K AVG AUM / CLIENT
19.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Crest element
Custodian
Signal
Investment Themes
Value
Investment Vehicles
Bridge Foundation matrix
Services
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Owner & Executives
JEFF RODERICK MITCHELL
Chief Executive Officer, Consultant
- CRD
- #2683640
- Ownership
- 75% or more
(639) 844-6354
foundation.prime@atlascapital.com
in linkedin.com/in/catalyst-bridge
D
DYRLL HAIRSTON
DIRECTOR, Supervisor
- CRD
- --
- Ownership
- Less than 5%
(211) 239-8940
momentum.vital@vitalcapital.com
in linkedin.com/in/vertex-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,509,673 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,509,673 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,509,673
Equity - Exchange:
20.1% Corporate - Investment Grade:
17.0% U.S. Government/Agency:
12.5% Municipal Bonds:
30.9% Cash:
19.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,193,023,269 | 20.1% |
| Corporate - Investment Grade | $1,009,024,655 | 17.0% |
| U.S. Government/Agency | $741,929,894 | 12.5% |
| Municipal Bonds | $1,834,050,697 | 30.9% |
| Cash | $1,157,410,634 | 19.5% |
| Total | $5,935,439,149 | 100.0% |