AdvisorCensus / Financial advisors / Missouri / Kansas City / RSG Investments LLC
RSG Investments LLC is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.
Quick answers
From the filingHow is RSG Investments LLC compensated?
On its Form ADV (Item 5.E, October 2026), RSG Investments LLC reports these compensation arrangements: a percentage of assets under its management.
How much does RSG Investments LLC charge?
Its Form ADV Part 2A brochure dated March 17, 2026 states: Subscription: $2.50 a month (administration fee for each Client Managed Account). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is RSG Investments LLC located?
RSG Investments LLC's principal office is in Overland Park, KS, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F).
Is RSG Investments LLC registered with the SEC or a state?
RSG Investments LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 323527.
How much does RSG Investments LLC manage?
RSG Investments LLC reports $140,527,178 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).
How have RSG Investments LLC's assets and staff changed since 2025?
In the Form ADV data for RSG Investments LLC: Regulatory assets under management: $116,445,985 in the October 2025 data and $140,527,178 in the October 2026 data, up 21%. Total employees: 19 in October 2025 and 25 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does RSG Investments LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (532); high net worth individuals (21); corporations or other businesses not listed above (6).
Which custodians does RSG Investments LLC use?
RSG Investments LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.
Does RSG Investments 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/323527
Does RSG Investments LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 17, 2026 says: "RSG Investments requires a minimum balance per account of $10,000. Exceptions may be granted to this minimum if approved by both your investment adviser representative and RSG Investments for a client’s immediate family members or in anticipation of additional deposits."
What changed in RSG Investments LLC's recent Form ADV filings?
In the April 2026 filing data: Added the business name Retirement Solutions Group. Employees performing advisory functions went from 9 to 6. Regulatory assets under management went from $116,445,985 to $140,527,178 (+21%). Changed its office addresses in Kansas City, MO. Registered or notice-filed in FL, TX. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $10,000 (the brochure says it may be waived or negotiated)
The brochure's wording
RSG Investments requires a minimum balance per account of $10,000. Exceptions may be granted to this minimum if approved by both your investment adviser representative and RSG Investments for a client’s immediate family members or in anticipation of additional deposits.
Subscription: $2.50 a month (administration fee for each Client Managed Account)
The brochure's wording
RSG Investments assess an administration fee of $2.50 per month for each Client Managed Account to cover the cost of reporting through our platform.
As stated in the firm's Form ADV Part 2A brochure dated March 17, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$140,527,178 as of October 2026, filing dated March 17, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Also doing business as
- RETIREMENT SOLUTIONS GROUP
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 25. Performing investment advisory functions: 6.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
3 other offices, as of the April 2026 filing
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $140,527,178 | 25 | March 17, 2026 |
| October 2025 | $116,445,985 | 19 | February 12, 2025 |
Regulatory assets under management: $116,445,985 in the October 2025 data and $140,527,178 in the October 2026 data, up 21%.
Total employees: 19 in October 2025 and 25 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Added the business name Retirement Solutions Group.
- Employees performing advisory functions went from 9 to 6.
- Regulatory assets under management went from $116,445,985 to $140,527,178 (+21%).
- Changed its office addresses in Kansas City, MO.
- Registered or notice-filed in FL, TX.
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Added an office in Liberty, MO.
- Registered or notice-filed in MO.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. RSG Investments LLC (CRD 323527): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/rsg-investments-llc-overland-park-ks-323527