# 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.

- CRD: 323527
- Filed as: RSG INVESTMENTS LLC
- Also doing business as: RETIREMENT SOLUTIONS GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323527
- AdvisorCensus page: https://advisorcensus.com/firm/rsg-investments-llc-overland-park-ks-323527

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Account minimum: $10,000 (the brochure says it may be waived or negotiated)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $140,527,178
- Discretionary: $140,527,178
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 532 | $92,179,352 |
| High net worth individuals | 21 | $47,735,453 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $199,663 |
| Corporations or other businesses not listed above | 6 | $412,710 |

### 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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 25 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, KS, MO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Kansas City, MO
- Lee'S Summit, MO
- Liberty, MO

### Websites listed on Form ADV (Item 1.I)
- [rsginvests.com](https://rsginvests.com)
- Facebook @RETIREMENTSOLUTIONSGROUPINC
- Instagram @RSG_USA
- LinkedIn @RETIREMENTSOLUTIONSGROUP
- X @RSG_USA
- YouTube @UCmUbSV9mSTHHvekqTMa-NyA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $116,445,985 | 19 | February 12, 2025 |
| October 2026 | $140,527,178 | 25 | March 17, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RSG Investments LLC (CRD 323527): Form ADV filing data as of October 2026.