This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.83 fund_share=0.0 institutional_share=0.16 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$443MItem 5.F on the latest filing (2026-03-20); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$443M

Private client RAUM

$366MderivedItem 5.D individuals plus high net worth individuals

Private client share

83%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$221Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

628

Individual clients

133

High net worth clients

87

SEC number

801-58066

CRD

109542

Filings on the tape

17

First filed

Mar 20, 2012

Latest filed

Mar 20, 2026

Organised

Corporation, WA

Website

jrmcapitalmanagement.com

• Occurred

  Mar 23, 2023
  Control person joined

  Laurence Daniel Koerner (Investment Officer) appeared on Schedule A of James R. Martin Consulting, Inc

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d64f9494-2e51-b77b-1d22-4a00f42751f5

First observed

Mar 20, 2012

Last observed

Mar 20, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.