Retirement Capital Management, LLC

RIAState Registered
Total AUM
$7.1M
Discretionary
$7.1M
100% of AUM
Avg account
$105K
Accounts
68
Employees
1
Advisory reps
2

Firm details

Headquarters
Murfreesboro, Tennessee
CRD number
166609
Registered since
March 12, 2015
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Retirement Capital Management, LLC is an independent, Tennessee-based limited liability company that provides fee-based portfolio management primarily for individual and family clients, and for small businesses. The firm is state-registered in Tennessee and is owned by an individual principal. It offers a mix of billing methods — percentage of assets under management, hourly fees, fixed fees and other arrangements — rather than relying on a single fee model. The firm does not identify as an active ESG investor and is not presented as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 59%, Exchange Traded Equities 28%, Cash & Cash Equivalents 12%59%
  • Public Funds/Mutual Funds59%
  • Exchange Traded Equities28%
  • Cash & Cash Equivalents12%

Owners & executives

1 of 1
  • Larry Crocker

    Larry Crocker

    Founder & CEOCRD 2674217

Contacts

1 of 1
  • Kristine Crocker

    SecretaryCRD 6451651

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Murfreesboro, TN

Rutherford

Location

Murfreesboro, TN

Headquartered in Murfreesboro, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
Rutherford
Address
1832 Ward Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth