LAS VEGAS, NVCRD 108300Latest ADV February 9, 2026
American Retirement Planning Group Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Las Vegas, NV. Its latest Form ADV filing, dated February 9, 2026, reports $348M in regulatory assets under management, 5 employees, and 870 accounts.
Assets Under Management
$348M
Employees
5
Offices
--
Total Clients
870
Primary office
LAS VEGAS, NV
1120 N. TOWN CENTER DR., SUITE 140, LAS VEGAS, NV, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.5% of total clients.
Top client categories% of clientsClients
1
Individuals
85.5%
744
2
Pension Plans
8.2%
71
3
HNWI
6.0%
52
4
Charitable
0.3%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$348Mas of February 9, 2026
Discretionary94.9%
$330M
95% of total RAUM94.9%
Non-discretionary5.1%
$18M
5% of total RAUM5.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$348M
Total Accounts870
10Y AUM Change+$234M (+204.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee174:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.