JAMES R. MARTIN CONSULTING, INC

Legal name: JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT

CRD 109542File 801-58066

APPROVED

Retail clients

Filing as of Mar 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$442.7M

Below cohort median (national)

Discretionary AUM

$442.7M

Clients

226

628 accounts

Employees

Above cohort median in WA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: Nov 3, 2000
Principal office: 1111 MAIN ST. SUITE 612, VANCOUVER, WA, 98660
Phone: 360-567-1822
Website: https://www.jrmcapitalmanagement.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $442.7M
Discretionary AUM: $442.7M
Non-discretionary AUM: $0
Discretionary accounts: 628
Non-discretionary accounts: 0
Total accounts: 628
AUM per client: $2.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$7.1M
Charitable organizations	5	$15.7M
High net worth individuals	87	$306.6M
Pension and profit sharing plans	Fewer than 5	$54.2M
Individuals (other than high net worth individuals)	133	$59.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — SOME ARE FREE
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.