{
  "crd_number": 313126,
  "slug": "retireful-llc-313126",
  "primary_business_name": "RETIREFUL LLC",
  "legal_name": "RETIREFUL LLC",
  "dbas": [
    "MOHR CAPITAL MANAGEMENT"
  ],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-07-29",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-01-25",
  "carried_forward": false,
  "raum_total": 227558670.0,
  "raum_discretionary": 83790217.0,
  "raum_non_discretionary": 143768453.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "investment_companies": {
      "raum": 223406450.0,
      "count": 7
    },
    "pooled_investment_vehicles": {
      "raum": 4152220.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "pension_consulting",
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MI"
  ],
  "websites": [
    "https://mohrcapitalmanagement.com",
    "https://mohrfunds.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/313126",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/retireful-llc-313126",
  "display_name": "Retireful LLC",
  "summary": "Retireful LLC is an SEC-registered investment advisory firm, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 25, 2026.",
  "citation": "AdvisorCensus. Retireful LLC (CRD 313126): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Pension consulting services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Retireful LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Retireful LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "How much does Retireful LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated January 25, 2026 states: Hourly rate: $500 to $1,000 an hour (Consulting Services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is Retireful LLC registered with the SEC or a state?",
      "a": "Retireful LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313126."
    },
    {
      "q": "How much does Retireful LLC manage?",
      "a": "Retireful LLC reports $227,558,670 in regulatory assets under management in its Form ADV filing dated January 25, 2026 (37% discretionary)."
    },
    {
      "q": "How have Retireful LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Retireful LLC: Regulatory assets under management: $834,164,938 in the October 2021 data and $227,558,670 in the October 2026 data, down 73%. Total employees: 1 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Retireful LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (7); pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Does Retireful 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/313126"
    },
    {
      "q": "What changed in Retireful LLC's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Regulatory assets under management went from $181,340,447 to $227,558,670 (+25%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 834164938.0,
      "total_employees": 1,
      "filing_date": "2021-08-06"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 14621471.0,
      "total_employees": 3,
      "filing_date": "2022-07-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 296527762.0,
      "total_employees": 4,
      "filing_date": "2023-03-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 244502091.0,
      "total_employees": 3,
      "filing_date": "2024-03-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 186693760.0,
      "total_employees": 2,
      "filing_date": "2025-03-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 227558670.0,
      "total_employees": 2,
      "filing_date": "2026-01-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $181,340,447 to $227,558,670 (+25%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $500 to $1,000 an hour (Consulting Services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $500 to $1,000 an hour (Consulting Services)"
        ],
        "quotes": [
          "For Consulting Services, MCM is generally paid from $500 to $1,000 per hour based on factors including: the number or complexity of services provided, amount of time spent on consulting services, and other relevant factors."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 500.0,
          "max": 1000.0,
          "period": "hour",
          "service": "Consulting Services"
        }
      ]
    },
    "quotes": [
      "For Consulting Services, MCM is generally paid from $500 to $1,000 per hour based on factors including: the number or complexity of services provided, amount of time spent on consulting services, and other relevant factors."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/retireful-llc-313126.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 7,
      "fewer_than_5": false,
      "raum": 223406450.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 4152220.0
    }
  ],
  "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/313126",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}