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RMR CAPITAL MANAGEMENT LLC

TUSTIN, CA · CRD 285334 · IAPD ↗ · 949-922-3145

$170.8MRegulatory AUM
1Advisory reps
1Employees
0Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2026 — RMR CAPITAL MANAGEMENT LLC now reports custody of client assets ($5.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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