RMR Capital Management LLC

RIASEC Registered
Total AUM
$171M
Discretionary
$171M
100% of AUM
Avg account
$825K
Accounts
207
Employees
1
Advisory reps
1

Firm details

Headquarters
Tustin, California
CRD number
285334
Registered since
February 13, 2020
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI98.26%
  • Individuals1.74%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

RMR Capital Management LLC is an independent, limited liability RIA that serves individual and family clients. The firm is registered with the SEC (registered in 2020) and charges clients on a percentage-of-AUM basis. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. The firm reports no focus on ESG investing, is not a multi-state adviser, and does not present itself as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Exchange Traded Equities 83%, Public Funds/Mutual Funds 15%, Cash & Cash Equivalents 2%83%
  • Exchange Traded Equities83%
  • Public Funds/Mutual Funds15%
  • Cash & Cash Equivalents2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 38

Active vs passive

$73M in ETFs

Passive

82%

$59.5M

Active

18%

$13.5M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV)BlackRockPassiveUltrashort Bond$12.4M122,71816.93%
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Location

Primary office

Tustin, CA

Orange

Location

Tustin, CA

Headquartered in Tustin, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
14471 Chambers Rd
Time zone
PT (UTC-8)
Office locations

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