DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
James R. Martin Consulting, Inc
Legal name James R. Martin Consulting, Inc. Dba Jrm Capital Management
Latest filing Mar 20, 2026
First filing on the tape Mar 20, 2012 · 17 filings
SEC status approved since Nov 3, 2000
RAUM
$443M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
83%
$366M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$221M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$443M as of Mar 20, 2026
Mar 20, 2012$206M then
HNW client RAUM$307M as of Mar 20, 2026
Mar 26, 2018$201M then
State-registered IARs (5.B.3)0 as of Mar 20, 2026
Mar 20, 20120 then
Employees (5.A)3 as of Mar 20, 2026
Mar 20, 20133 then
Private funds: no history
RAUM -0.2% over the last fiscal year+3.4% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 20, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $221MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 110derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.5MderivedHNW RAUM over HNW clients
- Average account
- $704,997derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 16%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -0.2%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- -4.8%derived
- Compensation
- percentage of assets, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$307M69%
- Individuals$59.2M13%
- Pension and profit-sharing plans$54.2M12%
- Charitable organizations$15.7M3.5%
- Corporations and businesses$7.1M1.6%
- Individual clients
- 133reported
- HNW clients
- 87reported
- Pension plan clients
- n/areported
- Charitable clients
- 5reported
- Accounts
- 628reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.83 fund_share=0.0 institutional_share=0.16 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Daniel Laurence KoernerChartered Financial Analyst | Vancouver, Wa | Jul 9, 2025 | 29 y | 4 |
| Jill Annetta ForemanCertified Financial Planner | Vancouver, Wa | Jul 11, 2025 | 24 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Daniel Laurence Koerner from Newfocus Financial Group, LLCJul 9, 2025 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Annetta Jill Foreman · Chief Compliance Officer, Vice President, Secretary, Treasurercontrolsince 08/2005 · owns 25% to 50%
- Laurence Daniel Koerner · Investment Officercontrolsince 12/2019 · owns 10% to 25%
- Robert James Martin · Presidentcontrolsince 10/1992 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Vancouver, Wa · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 659 to 628Mar 25, 2025 to Mar 20, 2026
- HNW clients · 78 to 87Mar 25, 2025 to Mar 20, 2026
- Individual clients · 153 to 133Mar 25, 2025 to Mar 20, 2026
- Discretionary RAUM · $444M to $443MMar 25, 2025 to Mar 20, 2026
- HNW RAUM · $299M to $307MMar 25, 2025 to Mar 20, 2026
- Individual RAUM · $69.3M to $59.2MMar 25, 2025 to Mar 20, 2026
- Pension RAUM · $48.8M to $54.2MMar 25, 2025 to Mar 20, 2026
- RAUM · $444M to $443MMar 25, 2025 to Mar 20, 2026
- Accounts · 661 to 659Mar 21, 2024 to Mar 25, 2025
- Charity clients · 6 to 5Mar 21, 2024 to Mar 25, 2025
- HNW clients · 70 to 78Mar 21, 2024 to Mar 25, 2025
- Individual clients · 164 to 153Mar 21, 2024 to Mar 25, 2025
- Financial planning clients · 11-25 to 11-25Mar 21, 2024 to Mar 25, 2025
- Discretionary RAUM · $418M to $444MMar 21, 2024 to Mar 25, 2025
- HNW RAUM · $275M to $299MMar 21, 2024 to Mar 25, 2025
- Individual RAUM · $68.8M to $69.3MMar 21, 2024 to Mar 25, 2025
- Pension RAUM · $47.8M to $48.8MMar 21, 2024 to Mar 25, 2025
- RAUM · $418M to $444MMar 21, 2024 to Mar 25, 2025
- Accounts · 704 to 661Mar 23, 2023 to Mar 21, 2024
- Charity clients · 8 to 6Mar 23, 2023 to Mar 21, 2024
- HNW clients · 72 to 70Mar 23, 2023 to Mar 21, 2024
- Individual clients · 179 to 164Mar 23, 2023 to Mar 21, 2024
- Discretionary RAUM · $400M to $418MMar 23, 2023 to Mar 21, 2024
- HNW RAUM · $263M to $275MMar 23, 2023 to Mar 21, 2024
- Individual RAUM · $71.1M to $68.8MMar 23, 2023 to Mar 21, 2024
- Pension RAUM · $41.3M to $47.8MMar 23, 2023 to Mar 21, 2024
- RAUM · $400M to $418MMar 23, 2023 to Mar 21, 2024
- Accounts · 694 to 704Mar 29, 2022 to Mar 23, 2023
- Charity clients · 9 to 8Mar 29, 2022 to Mar 23, 2023
- HNW clients · 84 to 72Mar 29, 2022 to Mar 23, 2023
- Individual clients · 166 to 179Mar 29, 2022 to Mar 23, 2023
- Discretionary RAUM · $488M to $400MMar 29, 2022 to Mar 23, 2023
- HNW RAUM · $325M to $263MMar 29, 2022 to Mar 23, 2023
- Individual RAUM · $67.7M to $71.1MMar 29, 2022 to Mar 23, 2023
- Pension RAUM · $54.2M to $41.3MMar 29, 2022 to Mar 23, 2023
- RAUM · $488M to $400MMar 29, 2022 to Mar 23, 2023
- Accounts · 678 to 694Mar 17, 2021 to Mar 29, 2022
- Charity clients · 10 to 9Mar 17, 2021 to Mar 29, 2022
- HNW clients · 79 to 84Mar 17, 2021 to Mar 29, 2022
- Discretionary RAUM · $429M to $488MMar 17, 2021 to Mar 29, 2022
Signals
1 dated events
- Laurence Daniel Koerner (Investment Officer) appeared on Schedule A of James R. Martin Consulting, IncMar 23, 2023 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- dan@jrmcapitalmanagement.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- jim@jrmcapitalmanagement.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 360-567-1822reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 360-903-6438reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 360-773-7132reportedpublished by the firm, firm site, Sep 17, 2026
- Website
- jrmcapitalmanagement.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 360-567-1822reportedpublic record, Form ADV, Mar 20, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $221Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026