← Back to searchVisit website
JAMES R. MARTIN CONSULTING, INC
JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT
CRD 109542 · SEC 801-58066
1111 MAIN ST. SUITE 612, VANCOUVER, WA, 98660, United States
Phone
360-567-1822
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$442.7M
Discretionary AUM
$442.7M
Team
3 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; SOME ARE FREE
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 133 | $59.2M |
| High net worth individuals | 87 | $306.6M |
| Charitable organizations | 5 | $15.7M |
| Corporations/business entities | 1 | $7.1M |
States served
CA, OR, WA
All web addresses on file
Official SEC filing: View on IAPD