Firm profile

HAUSER RETIREMENT SOLUTIONS 2 LLC

CINCINNATI, OHCRD 299959Latest ADV April 21, 2026

Hauser Retirement Solutions 2 LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated April 21, 2026, reports $1.2B in regulatory assets under management, 5 employees, and 76 accounts.

Assets Under Management
$1.2B
Employees
5
Offices
--
Total Clients
76
Primary office
CINCINNATI, OH
5905 E GALBRAITH RD, SUITE 9000, CINCINNATI, OH, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOAndrew S. Warning

Advisory services offered

2 types reported
Educational seminars/workshops
Pension consulting services

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPension Plans represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
100.0%
76

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.2Bas of April 21, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$1.2B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.2B
Total Accounts76
10Y AUM Change+$1.2B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee15:1
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.