|
⚲
|
| Retirement Capital Planners LLC
✚
|
|
|---|---|
| CRD # | 298369 |
| SEC # | 801-136953 |
| CIK # | |
| AUM | $112.1 M (2026-06-30) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 804-372-7337 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 67.8 |
| (b) Individuals (high net worth individuals) | 19 | 44.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 426 | 112.1 |
| By Discretionary | ||
| Discretionary | 426 | 112.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 426 | 112.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 112.1 | |
| Total | 426 | 112.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Jason W Qualls
✚
|
TN | 0.1 |
|
Evergreen Wealth Advisors
✚
|
NC | 0.1 |
|
San Francisco Wealth Planning LLC
✚
|
0.1 | |
|
Superior Financial LLC
✚
|
MN | 0.1 |
|
O'Connor Capital Advisory LLC
✚
|
AZ | 0.1 |
|
Aragon Family Office LLC
✚
|
AL | 0.1 |
|
LEEB Capital Management Inc
✚
|
NY | 0.1 |
|
Underdog Wealth Management LLC
✚
|
MN | 0.1 |
|
Primm & Co Inc
✚
|
0.1 | |
|
Sullivan Investment Management LLC
✚
|
WI | 0.1 |