Rmr Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tustin, CA. Its latest Form ADV filing, dated February 24, 2026, reports $171M in regulatory assets under management, 1 employee, and 207 accounts.
Assets Under Management
$171M
Employees
1
Offices
--
Total Clients
72
Primary office
TUSTIN, CA
14471 CHAMBERS ROAD, SUITE 208, TUSTIN, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 62.5% of total clients.
Top client categories% of clientsClients
1
HNWI
62.5%
45
2
Individuals
37.5%
27
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$171Mas of February 24, 2026
Discretionary100.0%
$171M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$171M
Total Accounts207
10Y AUM Change+$99M (+137.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee72:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.