RETIREMENT CAPITAL MANAGEMENT, LLC

Overview

Retirement Capital Management, LLC is a small, independent advisory firm that focuses on portfolio management for individuals and small businesses. Organized as a limited liability company and SEC-registered since 2015, the firm operates under an individual ownership structure and positions itself as a fee-for-service adviser rather than a capital allocator. Its client base is primarily individuals and families; business activity centers on customized advisory relationships rather than pooled or institutional products. Investment activity emphasizes public mutual funds as the core holding type, supplemented by selective allocations to alternative strategies. The firm is not an active ESG investor and does not report multi-state advisory operations. Its fee model is flexible, offering percentage-of-AUM billing alongside hourly, fixed-fee, and other arrangements, which supports both ongoing wealth management relationships and project-based engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices