JRM Investment CounseL.
Firm details
- Headquarters
- ,
- CRD number
- 138004
- Registered since
- January 30, 2006
- Website
- www.jrminvestmentcounsel.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses55.23%
- HNWI43.78%
- Individuals0.8%
- Pension & Profit Sharing Plans0.17%
- Other0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
JRM Investment CounseL. is an independently owned SEC-registered registered investment adviser organized as an LLC and operating since 2006. The firm serves individual and family clients on a fee‑based, percentage-of-AUM model and provides financial planning along with discretionary portfolio management for individuals, small businesses, and institutional/business accounts. The adviser does not position itself as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
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
- Public Funds/Mutual Funds35%
- Exchange Traded Equities25%
- Investment Grade Corp Bonds19%
- US Government Bonds8%
- State & Local Bonds7%
Owners & executives
2 of 2
Jack Mcdonnell
President, Chief Investment OfficerCRD 4100506
Phil Mcdonnell
COOCRD 5114897
Contacts
1 of 1
Lauren Mcdonnell
Vice PresidentCRD 5937288
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$217M in ETFs
23%
$49.9M
77%
$167M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US LARGE CAP VALUE ETF (AVLV) | Avantis | Active | Large Value | $42.9M | 532,169 | 19.76% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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