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RMR CAPITAL MANAGEMENT LLC
CRD 285334 · SEC 801-118066
14471 CHAMBERS ROAD, SUITE 208, TUSTIN, CA, 92780, United States
Phone
949-922-3145
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$170.8M
Discretionary AUM
$170.8M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $3.0M |
| High net worth individuals | 45 | $167.9M |
States served
CA, NE, TX
Official SEC filing: View on IAPD