# JRM Investment Counsel

JRM Investment Counsel is a Bank / Wealth / Trust based in Omaha, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Omaha, United States
- **Region:** North America
- **Address:** Omaha, NE, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** jrminvestmentcounsel.com
- **LinkedIn:** https://www.linkedin.com/company/jrm-investment-counsel

## Regulatory record

- **CRD number:** 138004
- **SEC file number:** 801-65892
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/138004

## About

JRM Investment Counsel is an SEC-registered investment adviser since 2006. The firm manages approximately $649 million in regulatory assets. It has 3 employees and 3 investment advisers.

## Questions

### Is JRM Investment Counsel a bank-affiliated trust department or an independent advisor?

JRM Investment Counsel operates as an independent registered investment advisor, not as a bank trust department. It maintains a non-custodial structure, meaning client assets are held at an independent qualified custodian separate from the advisory firm. This separation is a material governance feature for families evaluating concentration risk and custody oversight.

### What investment approach does JRM Investment Counsel follow?

The firm constructs discretionary portfolios weighted toward dividend-paying large-cap equities and investment-grade fixed income. The approach prioritizes current income, visible cash flows, and principal protection over speculative growth. Laddered bond portfolios and blue-chip equity holdings form the core of most client accounts, reflecting a buy-and-hold discipline shaped by Midwestern private-wealth expectations.

### Who has custody of client assets at JRM Investment Counsel?

The firm does not take physical custody of client assets. Assets are held with an independent qualified custodian under a standard client-advisor-custodian tripartite arrangement. For institutional allocators conducting operational due diligence, this structure eliminates the asset-control risk present in firms that self-custody or operate affiliated trust companies.

### What regulatory standard applies to JRM Investment Counsel's client relationships?

As a registered investment advisor, JRM Investment Counsel operates under the Investment Advisers Act of 1940 and owes a fiduciary duty to its clients under federal law. This duty requires the firm to place client interests ahead of its own in all advisory relationships, distinguishing it from broker-dealer models that operate under a suitability standard.

## Related profiles

- [JPS Global Investments](https://altss.com/profile/jps-global-investments)
- [JRO Wealth Management](https://altss.com/profile/jro-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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