|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| JRM Investment Counsel LLC
✚
|
|
|---|---|
| CRD # | 138004 |
| SEC # | 801-65892 |
| CIK # | 0001631084 |
| AUM | $545.3 M (2025-03-27) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 402-884-3737 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Enterprise Products Partners L P | 16.2 | ||
| Plains GP Holdings LP | 4.3 | ||
| Apple Inc | 1.4 | ||
| Transcanada Corp | 1.3 | ||
| Blackstone Group LP | 1.2 | ||
| Union Pacific Corp | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 5.7 |
| (b) Individuals (high net worth individuals) | 48 | 225.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 312.6 |
| (n) Other | 1 | 0.1 |
| Total | 76 | 545.3 |
| By Discretionary | ||
| Discretionary | 76 | 545.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 76 | 545.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 545.3 | |
| Total | 76 | 545.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001631084] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Morin Private Client Group LLC
✚
|
0.5 | |
|
Butensky & Cohen Financial Security Inc
✚
|
FL | 0.5 |
|
Safe Harbor Family Capital LLC
✚
|
NC | 0.5 |
|
Whitegate Investment Counselors Inc
✚
|
NH | 0.5 |
|
Kennedy Investment Group Inc
✚
|
NJ | 0.5 |
|
RL Evans Co Inc
✚
|
WA | 0.5 |
|
Uniting Wealth Partners LLC
✚
|
KS | 0.5 |
|
Providence Financial Advisors LLC
✚
|
KS | 0.5 |
|
Lafise Global Advisors LLC
✚
|
FL | 0.5 |
|
Firethorn Wealth Partners LLC
✚
|
GA | 0.5 |