RMR Capital Management LLC

RIASEC Registered

Total AUM

$171M

Discretionary

$171M

100% of AUM

Avg account

$825K

Accounts

207

Employees

1

Advisory reps

1

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

FINTRX

Overview

RMR Capital Management LLC is an independent, limited liability RIA that serves individual and family clients. The firm is registered with the SEC (registered in 2020) and charges clients on a percentage-of-AUM basis. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. The firm reports no focus on ESG investing, is not a multi-state adviser, and does not present itself as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities83%
Public Funds/Mutual Funds15%
Cash & Cash Equivalents2%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 38

Active vs passive

$73M in ETFs

Passive

82%

$59.5M

Active

18%

$13.5M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV)	BlackRock	Passive	Ultrashort Bond	$12.4M	122,718	16.93%

Unlock additional holdings →

Primary office

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

Similar firms

Crosspoint Financial, LLC

Tustin, CA

AUM $157MTEAM 1REPS 1

21 West Wealth Management LLC

Tustin, CA

AUM $137MTEAM 2REPS 2

The Financial Advisors

Tustin, CA

AUM $68MTEAM 2REPS 1

Barnett Financial Planning

Tustin, CA

AUM $66.7MTEAM 1REPS 1

Vaughn Investment Advisors Inc

Tustin, CA

AUM $60MTEAM 2REPS 2

Kfico, LLC Registered Investment Advisor

Tustin, CA

AUM $42.8MTEAM 1REPS 1

More RIAs in Tustin →All California RIAs →