JRM Capital Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JRM Capital Management, Inc. provides investment supervisory and financial planning services to a mix of individuals and institutional clients, including pension and profit-sharing plans, trusts, charitable organizations, corporations, and state or municipal entities. The firm’s advisory work includes pension consulting and participant-facing services such as individualized participant advice and periodic educational workshops.
Portfolios are customized using mutual funds, ETFs, common stocks and fixed income, with investment decisions informed by fundamental analysis and quantitative models; JRM may also employ options, margin and short sales where appropriate to client objectives. The firm accepts both discretionary and non‑discretionary mandates and offers multiple compensation arrangements, including arrangements that incorporate a performance‑based component.
Relative to many single‑advisor independents, JRM publishes a subscription research periodical and provides a broad set of retirement-plan services (plan design, document preparation, and assistance with Department of Labor/IRS issues) along with participant education—features less commonly offered by peers. The firm also works with pooled investment vehicles and institutional accounts and maintains ancillary business services (business and tax consulting, bookkeeping) alongside its advisory practice.
Client services
Expertise
Occupation focus
Fee options
$850 to $4,550 annually
Less than $500,000 - $500,000: 2.25% $500,001 - $2,000,000: 1.75% $2,000,001 - $5,000,000: 1.25% $5,000,001+: 0.90%
$200 to $450 per hour
Annual management fee plus performance fee based on net equity change; management fee tiers same as asset-based fees (see fee_tiers) plus performance fees ranging from 0.00% to 6.5% of net equity increase depending on annual performance: 14% or less = 0%, 15-19.99% = 3.00%, 20-29.99% = 4.50%, 30-39.99% = 5.50%, 40%+ = 6.50%
$485 per year
Main office
Mitchellville MD
Advisors at this office
1
Most active in
Maryland
Also doing business as
Jrm Capital Management Inc. · Stay Capital Advisors
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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