MRWM CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2025
Total AUM
$8.8M
Discretionary
$8.8M
100% of AUM
Avg account
$4.4M
Accounts
2
Employees
2
Advisory reps
3

Firm details

Headquarters
NASHVILLE, Tennessee
CRD number
336384
Registered since
July 18, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Mrwm Capital Management, LLC is a small, SEC-registered investment adviser organized as an LLC that serves institutional clients. The firm is registered with the SEC in 2025 and is owner-operated by an individual. Its advisory activity is focused on portfolio management for pooled investment vehicles and the firm also acts in sponsor/GP and managing-member roles for pooled vehicles. Fee arrangements include a percentage-of-AUM charge along with performance-based fees. The firm does not list ESG investing as an active practice, is not a multi-state adviser, and does not position itself as a pension consultant or capital allocator. FINTRX flags the firm as having a related adviser relationship.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • LAURA DAVIS

    Chief Operating OfficerCRD 4969489

Contacts

2 of 2
  • SUZANNE SALTER

    PartnerCRD 5402524

  • JAMES HACKNEY

    Managing MemberCRD 4475351

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NASHVILLE, TN

DAVIDSON

Location

NASHVILLE, TN

Headquartered in NASHVILLE, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
DAVIDSON
Address
1614 16th Ave S
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth