Mrwm Capital Management, Llc
SEC-registered
Private Fund Manager · Boutique (under $100M)
CRD 336384
· SEC file 801-133901
· Nashville, TN
· WWW.LINKEDIN.COM
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ADV data as of Mar 11, 2026
- Regulatory AUM
- $8.8M
- Discretionary
- $8.8M
- Clients
- 2
- Avg AUM / client
- $4.4M
- Accounts
- 2
- Employees
- 2
AUM over time
$7.3M
$8.8M
Jun 2025
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $8.8M | 100.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Tracy Hackney | Registered representative | CFP | Aug 2025 (1y) | |
| Laura Jane Davis | Registered representative | CFP Chartered Financial Consultant | Aug 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 1.34 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗