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AdvisorCensus / Financial advisors / District of Columbia / Washington / Research Financial Strategies

Research Financial Strategies

Rockville, MDSEC-registered investment adviserCRD 153247

Filed as RESEARCH FINANCIAL STRATEGIES · Legal name Reutemann Financial Solutions, Inc.

Research Financial Strategies is an SEC-registered investment advisory firm in Rockville, MD, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 22, 2026.

16 years
registered since 2010
$251,638,819
assets under management
4 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Research Financial Strategies compensated?

On its Form ADV (Item 5.E, October 2026), Research Financial Strategies reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

How much does Research Financial Strategies charge?

Its Form ADV Part 2A brochure dated April 22, 2026 states: Hourly rate: $500 an hour (financial plans); Flat fee: $5,000 (financial plans); Flat fee: $10,000 a year (asset allocation services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is Research Financial Strategies located?

Research Financial Strategies' principal office is in Rockville, MD, according to its Form ADV; the May 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

Is Research Financial Strategies registered with the SEC or a state?

Research Financial Strategies is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 153247.

How much does Research Financial Strategies manage?

Research Financial Strategies reports $251,638,819 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (100% discretionary).

How have Research Financial Strategies' assets and staff changed since 2021?

In the Form ADV data for Research Financial Strategies: Regulatory assets under management: $496,617,545 in the October 2021 data and $251,638,819 in the October 2026 data, down 49%. Total employees: 16 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Research Financial Strategies serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (418); high net worth individuals (93); pension and profit sharing plans (but not the plan participants or government pension plans) (22).

Which custodians does Research Financial Strategies use?

Research Financial Strategies' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fortitude RE as custodians holding 10% or more of its separately managed account assets.

Does Research Financial Strategies report any disciplinary disclosures?

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/153247

What changed in Research Financial Strategies' recent Form ADV filings?

In the May 2026 filing data: Changed its office addresses in Holmdel, NJ. Added an office in Sarasota, FL.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

Hourly rate: $500 an hour (financial plans)

The brochure's wording
For hourly fees, the charge will generally not exceed $500 per hour. ... If you are charged on a fixed fee basis, the fee will generally not exceed $5,000.

Flat fee: $5,000 (financial plans)

The brochure's wording
For hourly fees, the charge will generally not exceed $500 per hour. ... If you are charged on a fixed fee basis, the fee will generally not exceed $5,000.

Flat fee: $10,000 a year (asset allocation services)

The brochure's wording
For hourly fees, the charge will generally not exceed $500 per hour. If you are charged on a fixed fee basis, the fee will generally not exceed $10,000 per year.

As stated in the firm's Form ADV Part 2A brochure dated April 22, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$251,638,819

$251,638,819 as of October 2026, filing dated April 22, 2026.

Discretionary: $251,638,819.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 418 Assets $72,351,935 (29%)
High net worth individuals
Clients 93 Assets $165,985,377 (66%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 22 Assets $12,219,581 (5%)
Charitable organizations
Clients Fewer than 5 Assets $606,859 (0%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients Fewer than 5 Assets $475,067 (0%)
Other
Clients 0 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Registration and firm details

Items 1, 2, 5
Legal name
Reutemann Financial Solutions, Inc.
Also doing business as
KEYARX CAPITAL ADVISORS
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2010 (16 years)
Employees
Total: 10. Performing investment advisory functions: 6.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

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.

Other offices (Schedule D, Section 1.F)
3 other offices, as of the May 2026 filing
Holmdel, NJSarasota, FLTysons Corner, VA
States registered or notice-filed
22 states or jurisdictions
CACODCDEFLGAILLAMDNCNJNYOHPASCTNTXUTVAWAWIWV

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$497M 2021 $420M 2022 $259M 2023 $273M 2024 $254M 2025 $252M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$251,638,81910April 22, 2026
October 2025$254,445,29310June 18, 2025
October 2024$273,008,02011July 26, 2024
October 2023$258,771,59612March 20, 2023
October 2022$419,891,50715June 3, 2022
October 2021$496,617,54516March 31, 2021

Regulatory assets under management: $496,617,545 in the October 2021 data and $251,638,819 in the October 2026 data, down 49%.

Total employees: 16 in October 2021 and 10 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. May 2026
    • Changed its office addresses in Holmdel, NJ.
    • Added an office in Sarasota, FL.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
rfsadvisors.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Research Financial Strategies (CRD 153247): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/research-financial-strategies-rockville-md-153247