AdvisorCensus / Financial advisors / Oregon / Portland / James R. Martin Consulting, Inc
James R. Martin Consulting, Inc
Filed as JAMES R. MARTIN CONSULTING, INC · Legal name James R. Martin Consulting, Inc. DBA JRM Capital Management
James R. Martin Consulting, Inc is an SEC-registered investment advisory firm in Vancouver, WA, registered since 2000, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.
Quick answers
From the filingHow is James R. Martin Consulting, Inc compensated?
On its Form ADV (Item 5.E, October 2026), James R. Martin Consulting, Inc reports these compensation arrangements: a percentage of assets under its management; other.
What does James R. Martin Consulting, Inc's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 20, 2026 states: Up to $1,000,000: 1% a year; $1,000,000 to $3,500,000: 0.75% a year; $3,500,000 to $6,000,000: 0.5% a year; $6,000,000 to $11,000,000: 0.4% a year; $11,000,000 to $16,000,000: 0.3% a year; $16,000,000 to $26,000,000: 0.25% a year; $26,000,000 to $36,000,000: 0.2% a year; Above $36,000,000: 0.1% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is James R. Martin Consulting, Inc located?
James R. Martin Consulting, Inc's principal office is in Vancouver, WA, according to its Form ADV.
Is James R. Martin Consulting, Inc registered with the SEC or a state?
James R. Martin Consulting, Inc is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 109542.
How much does James R. Martin Consulting, Inc manage?
James R. Martin Consulting, Inc reports $442,737,917 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).
How have James R. Martin Consulting, Inc's assets and staff changed since 2021?
In the Form ADV data for James R. Martin Consulting, Inc: Regulatory assets under management: $429,314,243 in the October 2021 data and $442,737,917 in the October 2026 data, up 3%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does James R. Martin Consulting, Inc serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (133); high net worth individuals (87); charitable organizations (5).
Which custodians does James R. Martin Consulting, Inc use?
James R. Martin Consulting, Inc'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 James R. Martin Consulting, Inc 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/109542
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
- Other
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 2A| Assets | Annual rate |
|---|---|
| Up to $1,000,000 | 1% |
| $1,000,000 to $3,500,000 | 0.75% |
| $3,500,000 to $6,000,000 | 0.5% |
| $6,000,000 to $11,000,000 | 0.4% |
| $11,000,000 to $16,000,000 | 0.3% |
| $16,000,000 to $26,000,000 | 0.25% |
| $26,000,000 to $36,000,000 | 0.2% |
| Above $36,000,000 | 0.1% |
The brochure's wording
The fees listed below are JRM’s standard fees and are sometimes used as guidelines in determining a client’s fee arrangement. Some of our clients may be grandfathered under a lower fee structure and we may render some services pro bono or at material discounts.
Amount of Assets Annual Percentage First $1 million 1% Next $2.5 million .75% Next $2.5 million .50% Next $5 million .40% Next $5 million .30% Next $10 million .25% Next $10 million .20% Over $35 million .10%
As stated in the firm's Form ADV Part 2A brochure dated March 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$442,737,917 as of October 2026, filing dated March 20, 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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- James R. Martin Consulting, Inc. DBA JRM Capital Management
- Also doing business as
- JRM CAPITAL MANAGEMENT
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2000 (25 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- 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
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $442,737,917 | 3 | March 20, 2026 |
| October 2025 | $443,589,981 | 3 | March 25, 2025 |
| October 2024 | $417,879,002 | 3 | March 21, 2024 |
| October 2023 | $400,399,240 | 3 | March 23, 2023 |
| October 2022 | $487,939,464 | 3 | March 29, 2022 |
| October 2021 | $429,314,243 | 3 | March 17, 2021 |
Regulatory assets under management: $429,314,243 in the October 2021 data and $442,737,917 in the October 2026 data, up 3%.
Total employees: 3 in October 2021 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
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.ISource: 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. James R. Martin Consulting, Inc (CRD 109542): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/james-r-martin-consulting-inc-vancouver-wa-109542