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 and operating under individual ownership. The firm focuses on fee-based wealth management for individuals and families, billing on a percentage-of-AUM basis. Its advisory work is concentrated on financial planning and discretionary portfolio management for individuals and small businesses. RMR does not present itself as a capital allocator to other managers, and it does not identify as an active ESG investor, a multi-state adviser, or a 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
- 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
$74.1M in ETFs
82%
$60.5M
18%
$13.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $12.2M | 121,605 | 16.52% |
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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