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⚲
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| JRM Investment Counsel LLC
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|
|---|---|
| CRD # | 138004 |
| SEC # | 801-65892 |
| CIK # | 0001631084 |
| AUM | $649.4 M (2026-03-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 402-884-3737 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Enterprise Products Partners L P | 20.9 | ||
| Sturm Ruger & Co Inc | 15.9 | ||
| Plains GP Holdings LP | 6.2 | ||
| Transcanada Corp | 1.7 | ||
| Apple Inc | 1.4 | ||
| Blackstone Group LP | 0.3 | ||
| Union Pacific Corp | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 5.2 |
| (b) Individuals (high net worth individuals) | 54 | 284.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 358.7 |
| (n) Other | 0 | 0.1 |
| Total | 219 | 649.4 |
| By Discretionary | ||
| Discretionary | 219 | 649.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 219 | 649.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 649.4 | |
| Total | 219 | 649.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001631084] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Palisade Investments LLC
✚
|
NV | 0.7 |
|
Early McClintic & McMillan LLC
✚
|
TX | 0.7 |
|
BKM Wealth Management LLC
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|
WI | 0.7 |
|
Advanced Asset Management Advisors Inc
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|
OH | 0.7 |
|
Summit Creek Advisors LLC
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|
MN | 0.7 |
|
Monex Asset Management Inc
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|
TX | 0.7 |
|
Asset Strategy Advisors LLC
✚
|
MA | 0.6 |
|
Family Office Research LLC
✚
|
MD | 0.6 |
|
Boston Standard Wealth Management LLC
✚
|
MA | 0.6 |
|
Legacy Wealth Partners LLC
✚
|
CO | 0.6 |