# James R. Martin Consulting, Inc

> 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.

- CRD: 109542
- Filed as: JAMES R. MARTIN CONSULTING, INC
- 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)
- Location: Vancouver, WA
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109542
- AdvisorCensus page: https://advisorcensus.com/firm/james-r-martin-consulting-inc-vancouver-wa-109542

## Quick answers

**How 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.

**How much does James R. Martin Consulting, Inc charge?**
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

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

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

- 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

> 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 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: $442,737,917
- Discretionary: $442,737,917
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 133 | $59,198,330 |
| High net worth individuals | 87 | $306,562,074 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $54,187,706 |
| Charitable organizations | 5 | $15,659,650 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $7,130,157 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2000 (25 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [jrmcapitalmanagement.com](https://jrmcapitalmanagement.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $429,314,243 | 3 | March 17, 2021 |
| October 2022 | $487,939,464 | 3 | March 29, 2022 |
| October 2023 | $400,399,240 | 3 | March 23, 2023 |
| October 2024 | $417,879,002 | 3 | March 21, 2024 |
| October 2025 | $443,589,981 | 3 | March 25, 2025 |
| October 2026 | $442,737,917 | 3 | March 20, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. James R. Martin Consulting, Inc (CRD 109542): Form ADV filing data as of October 2026.