The Retirement Guys Formula is an SEC registered investment adviser organized as a limited liability company with a primary office location in Maumee, OH. Its latest Form ADV filing, dated February 13, 2026, reports $277M in regulatory assets under management, 7 employees, 3 offices, and 1,861 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 97.1% of total clients.
Top client categories% of clientsClients
1
Individuals
97.1%
1,122
2
HNWI
2.6%
30
3
Corporations
0.2%
2
4
Charitable
0.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$277Mas of February 13, 2026
Discretionary100.0%
$277M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$277M
Total Accounts1,861
10Y AUM Change+$165M (+148.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee165:1
10Y Employee Change-6 (-46.2%)
* 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.