# IRM Management

> 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.

- CRD: 341486
- Filed as: IRM MANAGEMENT
- Legal name: IRM Management LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/341486
- AdvisorCensus page: https://advisorcensus.com/firm/irm-management-341486

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated April 20, 2026)

- Asset-based fee: 1.25% of assets a year

> 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

> There is no account minimum for any of IRM’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $22,537,000
- Discretionary: $22,537,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $537,000 |
| High net worth individuals | 12 | $22,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. IRM Management (CRD 341486): Form ADV filing data as of October 2026.