A complete list of active advisors currently associated with JRM Capital Management Inc.

Warmer can help you find a great advisor at JRM Capital Management Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at JRM Capital Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.