EVANSVILLE, WICRD 318052Latest ADV February 27, 2026
Retirement Income Strategies, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Evansville, WI. Its latest Form ADV filing, dated February 27, 2026, reports $159M in regulatory assets under management, 4 employees, 3 offices, and 947 accounts.
Assets Under Management
$159M
Employees
4
Offices
3 offices
Total Clients
339
Primary office
EVANSVILLE, WI
7 EAST MAIN STREET, SUITE 6, EVANSVILLE, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Subscription fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 91.2% of total clients.
Top client categories% of clientsClients
1
Individuals
91.2%
309
2
HNWI
8.8%
30
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$159Mas of February 27, 2026
Discretionary100.0%
$159M
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$159M
Total Accounts947
10Y AUM Change+$58M (+58.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee85:1
10Y Employee Change-1 (-20.0%)
* 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.