David Van Overeem
RMR Capital Management · Tustin, California
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.
Request an introduction to David →
Facts
| Firm | RMR Capital Management |
|---|---|
| Based in | Tustin, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $170.8M across 207 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 3186424 |
| Exams passed | Series 66 (1999) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How David's firm compares
- RMR Capital Management's average account is about $825,000, from its Form ADV (assets managed divided by 207 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Tustin
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.