Mj Retirement is an SEC registered investment adviser organized as a limited liability company with a primary office location in Carmel, IN. Its latest Form ADV filing, dated March 23, 2026, reports $5.5B in regulatory assets under management, 11 employees, and 303 accounts.
Assets Under Management
$5.5B
Employees
11
Offices
--
Total Clients
193
Primary office
CARMEL, IN
571 MONON BLVD, SUITE 400, CARMEL, IN, United States
Top client segmentPension Plans represent 79.3% of total clients.
Top client categories% of clientsClients
1
Pension Plans
79.3%
153
2
HNWI
10.9%
21
3
Individuals
9.3%
18
4
TAFT-HARTLEY MULTI-EMPLOYER PENSION PLAN
0.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.5Bas of March 23, 2026
Discretionary32.7%
$1.8B
33% of total RAUM32.7%
Non-discretionary67.3%
$3.7B
67% of total RAUM67.3%
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$5.5B
Total Accounts303
10Y AUM Change+$2.9B (+116.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee18:1
10Y Employee Change+2 (+22.2%)
* 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.