Retirement Plan Fiduciaries, LLC
Retirement Plan Fiduciaries, LLC is an SEC-registered ria with $193.3M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Retirement Plan Fiduciaries, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 161137, SEC 801-107541, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $193.3M (2026-03-02)
- Firm type
- Ria
- Employees
- 2
- Clients
- 51
- CRD
- 161137
- Ownership
- CARTER, THOMAS, CARSON; WHITE, PHILIP, ANDERSON; CARTER, ROBYN, NICOLE
How much AUM does Retirement Plan Fiduciaries, LLC have?
Retirement Plan Fiduciaries, LLC reported $193.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Retirement Plan Fiduciaries, LLC?
Disclosed owners and executives of Retirement Plan Fiduciaries, LLC include CARTER, THOMAS, CARSON, WHITE, PHILIP, ANDERSON, CARTER, ROBYN, NICOLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.