# Total Return Capital

> Total Return Capital is a state-registered investment advisory firm in Linthicum Heights, MD, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.

- CRD: 291998
- Filed as: TOTAL RETURN CAPITAL
- Legal name: Total Return LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Linthicum Heights, MD
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/291998
- AdvisorCensus page: https://advisorcensus.com/firm/total-return-capital-linthicum-heights-md-291998

## Quick answers

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

**Where is Total Return Capital located?**
Total Return Capital's principal office is in Linthicum Heights, MD, according to its Form ADV.

**Is Total Return Capital registered with the SEC or a state?**
Total Return Capital is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 291998.

**How much does Total Return Capital manage?**
Total Return Capital reports $9,650,000 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (63% discretionary).

**What types of clients does Total Return Capital serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14).

**Does Total Return Capital 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/291998

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $9,650,000
- Discretionary: $6,125,000
- Non-discretionary: $3,525,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $9,650,000 |
| High net worth individuals | Fewer than 5 | Not reported |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |
| Other | Fewer than 5 | Not reported |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Total Return Capital (CRD 291998): Form ADV filing data as of October 2026.