Specialized Retirement Consultants LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 23, 2026, reports $187M in regulatory assets under management, 1 employee, and 2,185 accounts.
Top client segmentPension Plans represent 60.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
60.0%
3
2
Individuals
40.0%
2
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$187Mas of February 23, 2026
Discretionary0.2%
$376K
0% of total RAUM0.2%
Non-discretionary99.8%
$186M
100% of total RAUM99.8%
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$187M
Total Accounts2,185
10Y AUM Change+$66M (+54.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee5:1
10Y Employee Change0 (0.0%)
* 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.