Retirement Strategies, Ltd. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dublin, OH. Its latest Form ADV filing, dated April 1, 2026, reports $273M in regulatory assets under management, 10 employees, and 1,003 accounts.
Assets Under Management
$273M
Employees
10
Offices
--
Total Clients
419
Primary office
DUBLIN, OH
5060 PARKCENTER AVE., SUITE A, DUBLIN, OH, United States
Top client segmentIndividuals represent 80.4% of total clients.
Top client categories% of clientsClients
1
Individuals
80.4%
337
2
HNWI
17.9%
75
3
Pension Plans
1.0%
4
4
Corporations
0.5%
2
5
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$273Mas of April 1, 2026
Discretionary97.5%
$266M
98% of total RAUM97.5%
Non-discretionary2.5%
$7M
2% of total RAUM2.5%
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.
Total AUM$273M
Total Accounts1,003
10Y AUM Change+$165M (+152.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee42:1
10Y Employee Change+1 (+11.1%)
* 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.