# David Van Overeem

> David Van Overeem is a fee-only financial advisor at RMR Capital Management in Tustin, California. RMR Capital Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/david-van-overeem/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** RMR Capital Management
- **Based in:** Tustin, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $170.8M across 207 accounts
- **CRD:** 3186424 (https://adviserinfo.sec.gov/individual/summary/3186424)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 66 (1999)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record

## Frequently asked questions

### Is David Van Overeem a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and RMR Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, RMR Capital Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is David Van Overeem based?

David Van Overeem is based in Tustin, California.

### Is David Van Overeem registered with the SEC?

Yes. David Van Overeem is registered as an investment adviser representative in CA and TX (CRD 3186424), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does RMR Capital Management manage?

RMR Capital Management reports $170.8M across 207 accounts in assets under management.

### How do I contact David Van Overeem?

Contact details aren't on file yet. Search for RMR Capital Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3186424): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.