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David Leonard Van Overeem

RMR CAPITAL MANAGEMENT LLC·TUSTIN, California
SIE, Series 7, Series 6627 years registeredRMR CAPITAL MANAGEMENT LLC
17822 EAST 17TH STREET, SUITE 310, TUSTIN, CA 92780CRD# 3186424Firm CRD# 285334

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Leonard Van Overeem · TUSTIN, CA
Registration
CRD #3186424 · RMR CAPITAL MANAGEMENT LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

RMR CAPITAL MANAGEMENT LLC
Oct 2016 – present
AMERIPRISE FINANCIAL SERVICES, INC.
May 1999 – Oct 2016
Tustin, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · May 21, 1999
Years registered · 27
03

Disclosure History

2007Customer Dispute·Denied
2002Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
RMR CAPITAL MANAGEMENT LLC
CRD 285334 · SEC 801-118066
AUM
$142M
Regulatory assets under management
Employees
1
207 client accounts
Services offered by RMR CAPITAL MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RMR CAPITAL MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does David Leonard Van Overeem offer?
David Leonard Van Overeem specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in TUSTIN, California for a consultation.
What are David Leonard Van Overeem's credentials?
David Leonard Van Overeem is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Leonard Van Overeem located?
David Leonard Van Overeem is based in TUSTIN, California, working with RMR CAPITAL MANAGEMENT LLC. Their office serves clients in the TUSTIN metropolitan area and surrounding communities.
How does David Leonard Van Overeem charge for services?
David Leonard Van Overeem's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RMR CAPITAL MANAGEMENT LLC?
RMR CAPITAL MANAGEMENT LLC has approximately 1 employees and manages $142M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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