Jrm Investment Counsel, L.L.C.
- Regulatory AUM
- $649M
- Discretionary
- $649M
- Clients
- 75
- Avg AUM / client
- $8.7M
- Accounts
- 219
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 21 | $5.2M | 0.8% |
| High net worth individuals | 54 | $284M | 43.8% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.1M | 0.17% |
| Corporations and other businesses | Fewer than 5 clients | $359M | 55.2% |
| Other | Fewer than 5 clients | $94.7K | 0.01% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jack Robert Mcdonnell | Managing Member And President | Oct 2005 (21y) | 25% – 50% | |
| Phil Thomas Mcdonnell | Chief Compliance Officer | CFP | Aug 2013 (13y) | 25% – 50% |
| Lauren Marie Mcdonnell | Vice President | Apr 2018 (8y) | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 03/31/2026 | 915 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $537M (83% of AUM) Mar 2026
- Federal Home Loan Bank Of Des Moines $204M (28% of AUM) Mar 2024
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 31, 2026.
View current Form ADV (SEC/IAPD) ↗