{
  "crd_number": 283588,
  "slug": "golden-reserve-retirement-llc-dublin-oh-283588",
  "primary_business_name": "GOLDEN RESERVE RETIREMENT, LLC",
  "legal_name": "GOLDEN RESERVE RETIREMENT, LLC",
  "dbas": [
    "GOLDEN RESERVE"
  ],
  "city": "Dublin",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "18140",
  "metro": {
    "cbsa_code": "18140",
    "common_name": "Columbus",
    "msa_name": "Columbus, OH",
    "path": "/advisors/oh/columbus"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-06-02",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-10",
  "carried_forward": false,
  "raum_total": 544286481.0,
  "raum_discretionary": 544286481.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 45,
  "advisory_employees": 22,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 440082611.0,
      "count": 1933
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 104203870.0,
      "count": 75
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "periodicals_newsletters",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "DC",
    "FL",
    "GA",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "ME",
    "MI",
    "MO",
    "NC",
    "NE",
    "NH",
    "NJ",
    "OH",
    "OK",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WV",
    "WY"
  ],
  "websites": [
    "https://facebook.com/GoldenReserveLLC",
    "https://goldenreserve.com",
    "https://instagram.com/goldenreserve1",
    "https://linkedin.com/company/golden-reserve",
    "https://rumble.com/user/FireYourFinancialAdvisor",
    "https://youtube.com/@FireYourFInancialAdvisor"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283588",
  "city_as_filed": "DUBLIN",
  "url": "https://advisorcensus.com/firm/golden-reserve-retirement-llc-dublin-oh-283588",
  "display_name": "Golden Reserve Retirement, LLC",
  "summary": "Golden Reserve Retirement, LLC is an SEC-registered investment advisory firm in Dublin, OH, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 10, 2026.",
  "citation": "AdvisorCensus. Golden Reserve Retirement, LLC (CRD 283588): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Golden Reserve Retirement, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Golden Reserve Retirement, LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Golden Reserve Retirement, LLC located?",
      "a": "Golden Reserve Retirement, LLC's principal office is in Dublin, OH, according to its Form ADV; the April 2026 filing also lists 24 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Golden Reserve Retirement, LLC registered with the SEC or a state?",
      "a": "Golden Reserve Retirement, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 283588."
    },
    {
      "q": "How much does Golden Reserve Retirement, LLC manage?",
      "a": "Golden Reserve Retirement, LLC reports $544,286,481 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary)."
    },
    {
      "q": "How have Golden Reserve Retirement, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Golden Reserve Retirement, LLC: Regulatory assets under management: $128,136,044 in the October 2021 data and $544,286,481 in the October 2026 data, up 325%. Total employees: 16 in October 2021 and 45 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Golden Reserve Retirement, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,933); high net worth individuals (75)."
    },
    {
      "q": "Which custodians does Golden Reserve Retirement, LLC use?",
      "a": "Golden Reserve Retirement, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Golden Reserve Retirement, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283588"
    },
    {
      "q": "What changed in Golden Reserve Retirement, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 17 to 22. Regulatory assets under management went from $310,932,597 to $544,286,481 (+75%). Changed its office addresses in Cincinnati, OH. Changed its office addresses in Novi, MI. Changed its office addresses in Plymouth, MI. Added an office in Fishers, IN. Added an office in Sterling Heights, MI. No longer lists an office in Austin, TX. No longer lists an office in Bellefontaine, OH. No longer lists an office in Blue Ash, OH. No longer lists an office in Brentwood, TN. No longer lists an office in Bridgeville, PA. No longer lists an office in Brownsburg, IN. No longer lists an office in Carmel, IN. No longer lists an office in Charlotte, NC. No longer lists an office in Chesapeake, VA. No longer lists an office in Indianapolis, IN. No longer lists an office in Kansas City, MO. No longer lists an office in Knoxville, TN. No longer lists an office in Lancaster, OH. No longer lists an office in Leawood, KS. No longer lists an office in Lima, OH. No longer lists an office in Lincoln, NE. No longer lists an office in Mason, OH. No longer lists an office in Milford, OH. No longer lists an office in Newport News, VA. No longer lists an office in Orlando, FL. No longer lists an office in Penn Hills, PA. No longer lists an office in Pittsburgh, PA. No longer lists an office in Richmond, VA. No longer lists an office in Scottsdale, AZ. No longer lists an office in Tampa, FL. No longer lists an office in Virginia Beach, VA. No longer lists an office in Westerville, OH. No longer lists an office in Winter Park, FL."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 128136044.0,
      "total_employees": 16,
      "filing_date": "2021-09-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 123621399.0,
      "total_employees": 9,
      "filing_date": "2022-06-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 109235462.0,
      "total_employees": 9,
      "filing_date": "2023-08-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 201141051.0,
      "total_employees": 9,
      "filing_date": "2024-09-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 310932597.0,
      "total_employees": 31,
      "filing_date": "2025-05-16"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 544286481.0,
      "total_employees": 45,
      "filing_date": "2026-03-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 17 to 22.",
        "Regulatory assets under management went from $310,932,597 to $544,286,481 (+75%).",
        "Changed its office addresses in Cincinnati, OH.",
        "Changed its office addresses in Novi, MI.",
        "Changed its office addresses in Plymouth, MI.",
        "Added an office in Fishers, IN.",
        "Added an office in Sterling Heights, MI.",
        "No longer lists an office in Austin, TX.",
        "No longer lists an office in Bellefontaine, OH.",
        "No longer lists an office in Blue Ash, OH.",
        "No longer lists an office in Brentwood, TN.",
        "No longer lists an office in Bridgeville, PA.",
        "No longer lists an office in Brownsburg, IN.",
        "No longer lists an office in Carmel, IN.",
        "No longer lists an office in Charlotte, NC.",
        "No longer lists an office in Chesapeake, VA.",
        "No longer lists an office in Indianapolis, IN.",
        "No longer lists an office in Kansas City, MO.",
        "No longer lists an office in Knoxville, TN.",
        "No longer lists an office in Lancaster, OH.",
        "No longer lists an office in Leawood, KS.",
        "No longer lists an office in Lima, OH.",
        "No longer lists an office in Lincoln, NE.",
        "No longer lists an office in Mason, OH.",
        "No longer lists an office in Milford, OH.",
        "No longer lists an office in Newport News, VA.",
        "No longer lists an office in Orlando, FL.",
        "No longer lists an office in Penn Hills, PA.",
        "No longer lists an office in Pittsburgh, PA.",
        "No longer lists an office in Richmond, VA.",
        "No longer lists an office in Scottsdale, AZ.",
        "No longer lists an office in Tampa, FL.",
        "No longer lists an office in Virginia Beach, VA.",
        "No longer lists an office in Westerville, OH.",
        "No longer lists an office in Winter Park, FL."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in DC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/golden-reserve-retirement-llc-dublin-oh-283588.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1933,
      "fewer_than_5": false,
      "raum": 440082611.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 75,
      "fewer_than_5": false,
      "raum": 104203870.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283588",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}