# Retirement Capital Management, LLC

> Retirement Capital Management, LLC is a state-registered investment advisory firm in Murfreesboro, TN, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 166609
- Filed as: RETIREMENT CAPITAL MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Murfreesboro, TN
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/166609
- AdvisorCensus page: https://advisorcensus.com/firm/retirement-capital-management-llc-murfreesboro-tn-166609

## Quick answers

**How is Retirement Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Retirement Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Retirement Capital Management, LLC located?**
Retirement Capital Management, LLC's principal office is in Murfreesboro, TN, according to its Form ADV.

**Is Retirement Capital Management, LLC registered with the SEC or a state?**
Retirement Capital Management, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 166609.

**How much does Retirement Capital Management, LLC manage?**
Retirement Capital Management, LLC reports $7,123,914 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have Retirement Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Retirement Capital Management, LLC: Regulatory assets under management: $92,721,414 in the October 2021 data and $7,123,914 in the October 2026 data, down 92%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Retirement Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (38).

**Does Retirement Capital Management, 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/166609

## 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

### Regulatory assets under management (Item 5.F)
- Total: $7,123,914
- Discretionary: $7,123,914
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 38 | $7,123,914 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $92,721,414 | 1 | March 16, 2021 |
| October 2026 | $7,123,914 | 1 | March 23, 2026 |

Regulatory assets under management: $92,721,414 in the October 2021 data and $7,123,914 in the October 2026 data, down 92%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Retirement Capital Management, LLC (CRD 166609): Form ADV filing data as of October 2026.