James R. Martin Consulting, Inc. Dba Jrm Capital Management
- Regulatory AUM
- $443M
- Discretionary
- $443M
- Clients
- 226
- Avg AUM / client
- $2.0M
- Accounts
- 628
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 133 | $59.2M | 13.4% |
| High net worth individuals | 87 | $307M | 69.2% |
| Pension and profit sharing plans | Fewer than 5 clients | $54.2M | 12.2% |
| Charitable organizations | 5 | $15.7M | 3.54% |
| Corporations and other businesses | 1 | $7.1M | 1.61% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Martin, James, Robert | President | Oct 1992 (34y) | 75% or more | |
| Jill Annetta Foreman | Chief Compliance Officer, Vice President, Secretary, Treasurer | CFP | Aug 2005 (21y) | 25% – 50% |
| Daniel Laurence Koerner | Investment Officer | CFA | Dec 2019 (7y) | 10% – 25% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 908 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • SOME ARE FREE
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $443M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗