# Retirement Income Security LLC

> Retirement Income Security LLC is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated November 2, 2023.

- CRD: 314386
- Filed as: RETIREMENT INCOME SECURITY LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Rhode Island
- Filing period: October 2026
- Form ADV filing dated: November 2, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/314386
- AdvisorCensus page: https://advisorcensus.com/firm/retirement-income-security-llc-314386

## Quick answers

**How is Retirement Income Security LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Retirement Income Security LLC reports these compensation arrangements: a percentage of assets under its management.

**Is Retirement Income Security LLC registered with the SEC or a state?**
Retirement Income Security LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 314386.

**How much does Retirement Income Security LLC manage?**
Retirement Income Security LLC reports $10,100,000 in regulatory assets under management in its Form ADV filing dated November 2, 2023 (100% discretionary).

**Does Retirement Income Security 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/314386

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $10,100,000
- Discretionary: $10,100,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $4,100,000 |
| High net worth individuals | Fewer than 5 | $6,000,000 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: RI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stableplusshares.com
- virtualannuity.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Retirement Income Security LLC (CRD 314386): Form ADV filing data as of October 2026.