Retirement Capital Strategies, Inc.
Retirement Capital Strategies, Inc. is an SEC-registered wealth manager in San Jose, CA with $305.2M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Retirement Capital Strategies, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 139009, SEC 801-70918, data through 2026-04-21.
- AUM (assets under management / regulatory AUM)
- $305.2M (2026-04-21)
- Firm type
- Wealth Manager
- Location
- San Jose, CA
- Employees
- 6
- Clients
- 263
- CRD
- 139009
- Ownership
- VAUGHAN, THOMAS, EARL; PHILIPP, MICHAEL, ROBERT; VAUGHAN 2006 LIVING TRUST; KUHLMANN, KENT, DOUGLAS; HARRIS, PAMELA, DANELLE
How much AUM does Retirement Capital Strategies, Inc. have?
Retirement Capital Strategies, Inc. reported $305.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-21).
Who owns Retirement Capital Strategies, Inc.?
Disclosed owners and executives of Retirement Capital Strategies, Inc. include VAUGHAN, THOMAS, EARL, PHILIPP, MICHAEL, ROBERT, VAUGHAN 2006 LIVING TRUST, KUHLMANN, KENT, DOUGLAS, HARRIS, PAMELA, DANELLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.