AdvisorCensus / Financial advisors / IRM Management
IRM Management
Filed as IRM MANAGEMENT · Legal name IRM Management LLC
IRM Management is an SEC-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 24, 2026.
Quick answers
From the filingHow is IRM Management compensated?
On its Form ADV (Item 5.E, October 2026), IRM Management reports these compensation arrangements: a percentage of assets under its management.
How much does IRM Management charge?
Its Form ADV Part 2A brochure dated April 20, 2026 states: Asset-based fee: 1.25% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is IRM Management registered with the SEC or a state?
IRM Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 341486.
How much does IRM Management manage?
IRM Management reports $22,537,000 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (100% discretionary).
What types of clients does IRM Management serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (12).
Which custodians does IRM Management use?
IRM Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does IRM Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/341486
Does IRM Management state an account minimum?
Its Form ADV Part 2A brochure dated April 20, 2026 says: "There is no account minimum for any of IRM’s services."
What changed in IRM Management's recent Form ADV filings?
In the October 2026 filing data: Regulatory assets under management went from $0 to $22,537,000.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 1.25% of assets a year
The brochure's wording
All Assets 1.25%
These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.
Account minimum: None
The brochure's wording
There is no account minimum for any of IRM’s services.
As stated in the firm's Form ADV Part 2A brochure dated April 20, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$22,537,000 as of October 2026, filing dated September 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- IRM Management LLC
- Registration
- SEC-registered investment adviser. Status as filed: 120-Day Approval.
- Registered since
- 2026 (0 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- October 2026
- Regulatory assets under management went from $0 to $22,537,000.
- June 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. IRM Management (CRD 341486): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/irm-management-341486