$170.8M Total AUM
$170.8M Disc. AUM
9.7% 3Y CAGR
1 Employees
72 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-27-2016
- Office Locations
- 1
Office Locations
14471 Chambers Road Suite 208 Tustin CA
About RMR Capital Management LLC
RMR Capital Management LLC is a Tustin-based RIA. The firm has been operating for 9 years. Managing $170.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$170.8M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
9.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
D
DAVID LEONARD VAN OVEREEM
Chief Compliance Officer, Managing Member, Owner
- CRD
- #3186424
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $170,842,000 | $825,324 |
| Non-Discretionary | $0 | -- |
| Total | $170,842,000 | $825,324 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
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| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
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| Available | Available | Available | Available | Available | Available |
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| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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