The Retirement Guys Formula
The Retirement Guys Formula is an SEC-registered mass-market adviser in Maumee, OH with $276.9M assets under management (AUM, regulatory AUM), -8% over one year. See who owns The Retirement Guys Formula: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168561, SEC 801-119086, data through 2026-02-13.
- AUM (assets under management / regulatory AUM)
- $276.9M (2026-02-13)
- Firm type
- Mass-Market Adviser
- Location
- Maumee, OH
- Employees
- 7
- Clients
- 1,155
- CRD
- 168561
- Ownership
- BAKER, NOLAN, RICHARD; CLAIR, MARK, DOUGLAS
How much AUM does The Retirement Guys Formula have?
The Retirement Guys Formula reported $276.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-13).
Who owns The Retirement Guys Formula?
Disclosed owners and executives of The Retirement Guys Formula include BAKER, NOLAN, RICHARD, CLAIR, MARK, DOUGLAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.