RMR CAPITAL MANAGEMENT LLC
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
FINTRXOverview
RMR Capital Management LLC is an independent, SEC-registered registered investment adviser formed as an LLC in 2020 and owned by an individual. The firm advises individuals and families on a fee basis (percentage of AUM), providing financial planning and portfolio management for individuals and small businesses. It describes a clear preference for equities and exchange-traded instruments as the primary building blocks of client portfolios. The firm does not present itself as a capital allocator or a multi-state adviser and is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1DAVID VAN OVEREEM
Managing Partner and Chief Compliance OfficerCRD 3186424
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$70M in ETFs
83%
$57.9M
17%
$12.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $14.6M | 145,421 | 20.90% |
Location
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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