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JRM INVESTMENT COUNSEL.

· CRD 138004 · IAPD ↗ · jrminvestmentcounsel.com · 402-884-3737

$649.4MRegulatory AUM
3Advisory reps
3Employees
0Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — JRM INVESTMENT COUNSEL. reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
48
April 2025 — JRM INVESTMENT COUNSEL. reported RAUM down 27% ($742.0M -> $545.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.