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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 Oct 1, 2026
Regulatory AUM
$442.7M
Below cohort median (national)
Discretionary AUM
$442.7M
Clients
226
628 accounts
Employees
3
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 237 | 226 | decreased by11 |
| Apr 1, 2026 | AUM | $443,589,981 | $442,737,917 | decreased by$852,064 |
| Apr 1, 2026 | Accounts | 659 | 628 | decreased by31 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 260 | 237 | decreased by23 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $487,939,464 | $443,589,981 | decreased by$44,349,483 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 694 | 659 | decreased by35 |
| Apr 1, 2022 | Clients | 256 | 260 | increased by4 |
| Apr 1, 2022 | AUM | $429,314,243 | $487,939,464 | increased by$58,625,221 |
| Apr 1, 2022 | Accounts | 678 | 694 | increased by16 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “JAMES MARTIN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JAMES MARTIN” may also match similarly-named firms). Confirm identity against each filing.
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.