# Retireful LLC

> 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.

- CRD: 313126
- Filed as: RETIREFUL LLC
- Also doing business as: MOHR CAPITAL MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: January 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313126
- AdvisorCensus page: https://advisorcensus.com/firm/retireful-llc-313126

## Quick answers

**How is Retireful LLC compensated?**
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.

**How much does Retireful LLC charge?**
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.

**Is Retireful LLC registered with the SEC or a state?**
Retireful LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313126.

**How much does Retireful LLC manage?**
Retireful LLC reports $227,558,670 in regulatory assets under management in its Form ADV filing dated January 25, 2026 (37% discretionary).

**How have Retireful LLC's assets and staff changed since 2021?**
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.

**What types of clients does Retireful LLC serve?**
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).

**Does Retireful LLC 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/313126

**What changed in Retireful LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $181,340,447 to $227,558,670 (+25%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated January 25, 2026)

- Hourly rate: $500 to $1,000 an hour (Consulting Services)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $227,558,670
- Discretionary: $83,790,217
- Non-discretionary: $143,768,453

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 7 | $223,406,450 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $4,152,220 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Pension consulting services
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $834,164,938 | 1 | August 6, 2021 |
| October 2022 | $14,621,471 | 3 | July 18, 2022 |
| October 2023 | $296,527,762 | 4 | March 16, 2023 |
| October 2024 | $244,502,091 | 3 | March 21, 2024 |
| October 2025 | $186,693,760 | 2 | March 13, 2025 |
| October 2026 | $227,558,670 | 2 | January 25, 2026 |

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.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $181,340,447 to $227,558,670 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Retireful LLC (CRD 313126): Form ADV filing data as of October 2026.