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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Retirement Investment Advisors Inc
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|---|---|
| CRD # | 106316 |
| SEC # | 801-43702 |
| CIK # | 0001957886 |
| AUM | $1.3 B (2025-03-31) |
| Employees | 19 (42% Investors, 0% Brokers) |
| Phone | 405-842-3443 |
| Address | 2925 United Founders Blvd Oklahoma City, OK 73112 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Exxon Mobil Corp | 3.8 | ||
| Nvidia Corp | 1.4 | ||
| Texas Instruments Inc | 1.4 | ||
| Apple Inc | 1.2 | ||
| Oneok Inc /New/ | 1.2 | ||
| International Business Machines Corp | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 988 | 367.7 |
| (b) Individuals (high net worth individuals) | 374 | 864.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 15.3 |
| (h) Charitable organizations | 7 | 21.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,381 | 1,268.3 |
| By Discretionary | ||
| Discretionary | 1,381 | 1,268.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,381 | 1,268.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,268.3 | |
| Total | 1,381 | 1,268.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001957886] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Consolidated Portfolio Review Corp
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|
NY | 1.3 |
|
BFSG LLC
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|
CA | 1.3 |
|
Total Investment Management Inc
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AZ | 1.3 |
|
Archford Capital Strategies LLC
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|
IL | 1.3 |
|
MV Capital Management Inc
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MD | 1.3 |
|
CGN Advisors LLC
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|
KS | 1.3 |
|
Compak Asset Management
✚
|
CA | 1.3 |
|
Pinkerton Wealth LLC
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|
ID | 1.3 |
|
MLG Wealth Management Inc
✚
|
MN | 1.2 |
|
Martel Wealth Advisors Inc
✚
|
WA | 1.2 |