# Retirement Systems LLC

> Retirement Systems LLC is a state-registered investment advisory firm, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 20, 2026.

- CRD: 310927
- Filed as: RETIREMENT SYSTEMS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: May 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310927
- AdvisorCensus page: https://advisorcensus.com/firm/retirement-systems-llc-310927

## Quick answers

**How is Retirement Systems LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Retirement Systems LLC reports these compensation arrangements: a percentage of assets under its management; commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Retirement Systems LLC registered with the SEC or a state?**
Retirement Systems LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 310927.

**How much does Retirement Systems LLC manage?**
Retirement Systems LLC reports $37,493,727 in regulatory assets under management in its Form ADV filing dated May 20, 2026 (100% discretionary).

**What types of clients does Retirement Systems LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (172).

**Does Retirement Systems 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/310927

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $37,493,727
- Discretionary: $37,493,727
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 172 | $37,493,727 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, IL, LA, MA, MI, NJ, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- retirementsystems.com
- Facebook @retirementsystems
- Instagram @retirement_systems
- LinkedIn @retirementsystems

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Retirement Systems LLC (CRD 310927): Form ADV filing data as of October 2026.