Retirement Financial Group, LLC
Retirement Financial Group, LLC is an SEC-registered mass-market adviser in Beaumont, TX with $185.9M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Retirement Financial Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 322692, SEC 801-126392, data through 2026-06-16.
- AUM (assets under management / regulatory AUM)
- $185.9M (2026-06-16)
- Firm type
- Mass-Market Adviser
- Location
- Beaumont, TX
- Employees
- 4
- Clients
- 440
- CRD
- 322692
- Ownership
- MORGAN, ERIK, OTHA; Reese, Katelynn, Makenzie; SHOFNER, CLARK, CALVIN
How much AUM does Retirement Financial Group, LLC have?
Retirement Financial Group, LLC reported $185.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-16).
Who owns Retirement Financial Group, LLC?
Disclosed owners and executives of Retirement Financial Group, LLC include MORGAN, ERIK, OTHA, Reese, Katelynn, Makenzie, SHOFNER, CLARK, CALVIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.