{
  "crd_number": 109542,
  "slug": "james-r-martin-consulting-inc-vancouver-wa-109542",
  "primary_business_name": "JAMES R. MARTIN CONSULTING, INC",
  "legal_name": "JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT",
  "dbas": [
    "JRM CAPITAL MANAGEMENT"
  ],
  "city": "Vancouver",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "38900",
  "metro": {
    "cbsa_code": "38900",
    "common_name": "Portland",
    "msa_name": "Portland-Vancouver-Hillsboro, OR-WA",
    "path": "/advisors/or/portland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2000-11-03",
  "years_registered": 25,
  "period": "2026-10-01",
  "filing_date": "2026-03-20",
  "carried_forward": false,
  "raum_total": 442737917.0,
  "raum_discretionary": 442737917.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 15659650.0,
      "count": 5
    },
    "individuals": {
      "raum": 59198330.0,
      "count": 133
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 54187706.0,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 306562074.0,
      "count": 87
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 7130157.0,
      "count": 1,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "OR",
    "WA"
  ],
  "websites": [
    "https://jrmcapitalmanagement.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109542",
  "city_as_filed": "VANCOUVER",
  "url": "https://advisorcensus.com/firm/james-r-martin-consulting-inc-vancouver-wa-109542",
  "display_name": "James R. Martin Consulting, Inc",
  "summary": "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.",
  "citation": "AdvisorCensus. James R. Martin Consulting, Inc (CRD 109542): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is James R. Martin Consulting, Inc compensated?",
      "a": "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."
    },
    {
      "q": "How much does James R. Martin Consulting, Inc charge?",
      "a": "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."
    },
    {
      "q": "Where is James R. Martin Consulting, Inc located?",
      "a": "James R. Martin Consulting, Inc's principal office is in Vancouver, WA, according to its Form ADV."
    },
    {
      "q": "Is James R. Martin Consulting, Inc registered with the SEC or a state?",
      "a": "James R. Martin Consulting, Inc is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 109542."
    },
    {
      "q": "How much does James R. Martin Consulting, Inc manage?",
      "a": "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)."
    },
    {
      "q": "How have James R. Martin Consulting, Inc's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does James R. Martin Consulting, Inc serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does James R. Martin Consulting, Inc use?",
      "a": "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."
    },
    {
      "q": "Does James R. Martin Consulting, Inc report any disciplinary disclosures?",
      "a": "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"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 429314243.0,
      "total_employees": 3,
      "filing_date": "2021-03-17"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 487939464.0,
      "total_employees": 3,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 400399240.0,
      "total_employees": 3,
      "filing_date": "2023-03-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 417879002.0,
      "total_employees": 3,
      "filing_date": "2024-03-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 443589981.0,
      "total_employees": 3,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 442737917.0,
      "total_employees": 3,
      "filing_date": "2026-03-20"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 20, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $1,000,000",
        "rate": "1%"
      },
      {
        "band": "$1,000,000 to $3,500,000",
        "rate": "0.75%"
      },
      {
        "band": "$3,500,000 to $6,000,000",
        "rate": "0.5%"
      },
      {
        "band": "$6,000,000 to $11,000,000",
        "rate": "0.4%"
      },
      {
        "band": "$11,000,000 to $16,000,000",
        "rate": "0.3%"
      },
      {
        "band": "$16,000,000 to $26,000,000",
        "rate": "0.25%"
      },
      {
        "band": "$26,000,000 to $36,000,000",
        "rate": "0.2%"
      },
      {
        "band": "Above $36,000,000",
        "rate": "0.1%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "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%"
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 1000000.0,
          "rate_pct": 1.0
        },
        {
          "min": 1000000.0,
          "max": 3500000.0,
          "rate_pct": 0.75
        },
        {
          "min": 3500000.0,
          "max": 6000000.0,
          "rate_pct": 0.5
        },
        {
          "min": 6000000.0,
          "max": 11000000.0,
          "rate_pct": 0.4
        },
        {
          "min": 11000000.0,
          "max": 16000000.0,
          "rate_pct": 0.3
        },
        {
          "min": 16000000.0,
          "max": 26000000.0,
          "rate_pct": 0.25
        },
        {
          "min": 26000000.0,
          "max": 36000000.0,
          "rate_pct": 0.2
        },
        {
          "min": 36000000.0,
          "max": null,
          "rate_pct": 0.1
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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%"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/james-r-martin-consulting-inc-vancouver-wa-109542.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 133,
      "fewer_than_5": false,
      "raum": 59198330.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 87,
      "fewer_than_5": false,
      "raum": 306562074.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 54187706.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 15659650.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 7130157.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109542",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}