Retirement Fund Management LLC

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Assets, Funds, Holdings

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Retirement Fund Management LLC
CRD #126573
SEC #801-69594
CIK #
AUM $769.7 M (2026-04-28)
Employees 4 (25% Investors, 0% Brokers)
Phone770-399-8803
AddressFive Concourse Parkway
Atlanta, GA 30328-7106
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
90072054036018002007201320202027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 10 769.7
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 10 769.7
By Discretionary
Discretionary 0 0.0
Non-Discretionary 10 769.7
Total 10 769.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 769.7
Total 10 769.7
Comparable Firms State AUM ($B)
4612 Group LLC
GA 0.8
ORG Partners LLC
TX 0.8
Bruton Chisnell Advisors LLC
PA 0.8
Lanham Odell & Co Inc
WV 0.8
Professional Financial Advisors LLC
NE 0.8
Permanent Capital Management LP
IL 0.8
Grant Street Asset Management Inc
PA 0.8
Hennion & Walsh Asset Management Inc
NJ 0.8
Compass Advisory Group LLC
NY 0.8
Benchmark Financial Wealth Advisors LLC
FL 0.8
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