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| Retirement Advisors LLC
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|---|---|
| CRD # | 147701 |
| SEC # | 801-69377 |
| CIK # | 0001957886 |
| AUM | 186.4 M (2026-03-26) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 972-371-0545 |
| Address | 17250 Dallas Parkway Dallas, TX 75248 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.1 | ||
| Nvidia Corp | 1.4 | ||
| Oneok Inc /New/ | 1.2 | ||
| Phillips 66 | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 10.8 |
| (b) Individuals (high net worth individuals) | 19 | 25.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 150.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 113 | 186.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 113 | 186.4 |
| Total | 113 | 186.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 186.4 | |
| Total | 113 | 186.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001957886] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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