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| Keyboard |
| Retirement Investment Advisors Inc
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|---|---|
| CRD # | 106316 |
| SEC # | 801-43702 |
| CIK # | 0001957886 |
| AUM | 1,489.8 M (2026-03-23) |
| Employees | 15 (53% Investors, 0% Brokers) |
| Phone | 405-842-3443 |
| Address | 2925 United Founders Blvd Oklahoma City, OK 73112 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [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) | 996 | 413.1 |
| (b) Individuals (high net worth individuals) | 403 | 1,027.0 |
| (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 | 14 | 24.4 |
| (h) Charitable organizations | 18 | 25.3 |
| (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 | 3,444 | 1,489.8 |
| By Discretionary | ||
| Discretionary | 3,444 | 1,489.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,444 | 1,489.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.9 | |
| United States Persons | 1,484.9 | |
| Total | 3,444 | 1,489.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001957886] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 25 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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