JAMES R. MARTIN CONSULTING, INC

RIASEC RegisteredEst. 2000

Total AUM

$443M

Discretionary

$443M

100% of AUM

Avg account

$705K

Accounts

628

Employees

Advisory reps

Firm details

Headquarters: VANCOUVER, Washington
CRD number: 109542
Registered since: November 3, 2000
Website: www.jrmcapitalmanagement.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Other
Client types: HNWI69.24%
Individuals13.37%
Pension & Profit Sharing Plans12.24%
Charitable Organizations3.54%
Corporations / Businesses1.61%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

James R. Martin Consulting, Inc. operates as an independent SEC-registered investment adviser focused on fee-based portfolio management and financial planning for individuals, families and small institutions. The firm acts as a capital allocator and provides selection-of-other-advisers services, which indicates a manager‑selection and due‑diligence focus in addition to direct portfolio management. Advisory services emphasize discretionary management—its reported discretionary assets equal total AUM—and the firm is not identified as an active ESG investor. Fee arrangements are primarily a percentage of assets under management with other fee structures available for certain client relationships.