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JRM INVESTMENT COUNSEL.
JRM INVESTMENT COUNSEL, L.L.C.
CRD 138004 · SEC 801-65892
IA, United States
Phone
402-884-3737
Fax
866-669-9887
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$649.4M
Discretionary AUM
$649.4M
Team
3 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $5.2M |
| High net worth individuals | 54 | $284.3M |
States served
IA, NE, TX
All web addresses on file
Official SEC filing: View on IAPD