JRM Capital Management Inc.

Overview

JRM Capital Management Inc. is a small, independently owned registered investment adviser that serves individuals and families. The firm provides a broad set of advisory services — financial planning, portfolio management for individuals, small businesses and pooled investment vehicles, pension consulting support, and client education through seminars and publications. Its practice leans toward equity-oriented management, using exchange-traded securities as the core of client portfolios, and it operates with flexible billing arrangements (percentage of AUM, hourly, subscription, fixed and performance-based fees) to match different client needs. The firm’s service set also includes security pricing/rating work and the publication of periodicals or newsletters, indicating a mix of advice delivery and research/commentary intended to support client decision-making. Given the small scale of assets under management and the direct-service model, JRM Capital appears positioned as a high-touch boutique that tailors portfolios and fee arrangements for individual and family clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices