{
  "crd_number": 323527,
  "slug": "rsg-investments-llc-overland-park-ks-323527",
  "primary_business_name": "RSG INVESTMENTS LLC",
  "legal_name": "RSG INVESTMENTS LLC",
  "dbas": [
    "RETIREMENT SOLUTIONS GROUP"
  ],
  "city": "Overland Park",
  "state": "KS",
  "country": "United States",
  "cbsa_code": "28140",
  "metro": {
    "cbsa_code": "28140",
    "common_name": "Kansas City",
    "msa_name": "Kansas City, MO-KS",
    "path": "/advisors/mo/kansas-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-03-13",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-17",
  "carried_forward": false,
  "raum_total": 140527178.0,
  "raum_discretionary": 140527178.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 25,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 92179352.0,
      "count": 532
    },
    "pension_profit_sharing": {
      "raum": 199663.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 47735453.0,
      "count": 21
    },
    "corporations_other_businesses": {
      "raum": 412710.0,
      "count": 6
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "KS",
    "MO",
    "TX"
  ],
  "websites": [
    "https://facebook.com/RETIREMENTSOLUTIONSGROUPINC",
    "https://instagram.com/RSG_USA",
    "https://linkedin.com/COMPANY/RETIREMENTSOLUTIONSGROUP",
    "https://rsginvests.com",
    "https://twitter.com/RSG_USA",
    "https://youtube.com/CHANNEL/UCmUbSV9mSTHHvekqTMa-NyA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323527",
  "city_as_filed": "OVERLAND PARK",
  "url": "https://advisorcensus.com/firm/rsg-investments-llc-overland-park-ks-323527",
  "display_name": "RSG Investments LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. RSG Investments LLC (CRD 323527): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is RSG Investments LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), RSG Investments LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does RSG Investments LLC charge?",
      "a": "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."
    },
    {
      "q": "Where is RSG Investments LLC located?",
      "a": "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)."
    },
    {
      "q": "Is RSG Investments LLC registered with the SEC or a state?",
      "a": "RSG Investments LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 323527."
    },
    {
      "q": "How much does RSG Investments LLC manage?",
      "a": "RSG Investments LLC reports $140,527,178 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary)."
    },
    {
      "q": "How have RSG Investments LLC's assets and staff changed since 2025?",
      "a": "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."
    },
    {
      "q": "What types of clients does RSG Investments LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does RSG Investments LLC use?",
      "a": "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."
    },
    {
      "q": "Does RSG Investments LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does RSG Investments LLC state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in RSG Investments LLC's recent Form ADV filings?",
      "a": "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)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 116445985.0,
      "total_employees": 19,
      "filing_date": "2025-02-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 140527178.0,
      "total_employees": 25,
      "filing_date": "2026-03-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Added an office in Liberty, MO.",
        "Registered or notice-filed in MO.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$10,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $2.50 a month (administration fee for each Client Managed Account)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $10,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $2.50 a month (administration fee for each Client Managed Account)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 10000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": 2.5,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "administration fee for each Client Managed Account"
        }
      ]
    },
    "quotes": [
      "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.",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/rsg-investments-llc-overland-park-ks-323527.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 532,
      "fewer_than_5": false,
      "raum": 92179352.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 21,
      "fewer_than_5": false,
      "raum": 47735453.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 199663.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 6,
      "fewer_than_5": false,
      "raum": 412710.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323527",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}