# Lamb Retirement Solutions LLC

> Lamb Retirement Solutions LLC is a state-registered investment advisory firm in Elizabethtown, NY, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 16, 2026.

- CRD: 327981
- Filed as: LAMB RETIREMENT SOLUTIONS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Elizabethtown, NY
- Filing period: October 2026
- Form ADV filing dated: February 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327981
- AdvisorCensus page: https://advisorcensus.com/firm/lamb-retirement-solutions-llc-elizabethtown-ny-327981

## Quick answers

**How is Lamb Retirement Solutions LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lamb Retirement Solutions LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lamb Retirement Solutions LLC located?**
Lamb Retirement Solutions LLC's principal office is in Elizabethtown, NY, according to its Form ADV.

**Is Lamb Retirement Solutions LLC registered with the SEC or a state?**
Lamb Retirement Solutions LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327981.

**How much does Lamb Retirement Solutions LLC manage?**
Lamb Retirement Solutions LLC reports $3,066,223 in regulatory assets under management in its Form ADV filing dated February 16, 2026 (0% discretionary).

**What types of clients does Lamb Retirement Solutions LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (42).

**Does Lamb Retirement Solutions LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/327981

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $3,066,223
- Discretionary: $0
- Non-discretionary: $3,066,223

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $3,066,223 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [lambretirement.com](https://lambretirement.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lamb Retirement Solutions LLC (CRD 327981): Form ADV filing data as of October 2026.