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Asset ManagerRIA · CRD 319779State-Registered Investment Adviser

Updated:

Retirement Capital Services LLC

RETIREMENT CAPITAL SERVICES LLC is a state-registered investment adviser in GRAND BLANC, MI. The firm manages approximately $10 million in regulatory assets.

Overview

RETIREMENT CAPITAL SERVICES LLC is a state-registered investment adviser in GRAND BLANC, MI. The firm manages approximately $10 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Frequently asked questions

What services does Retirement Capital Services LLC provide?

The firm offers retirement-plan advisory, third-party administration, and participant education services. It focuses on plan design, fiduciary compliance, and recordkeeping for employer-sponsored defined-contribution plans.

Does Retirement Capital Services LLC manage assets or make investment decisions?

No. The firm does not operate as an asset manager or make discretionary investment decisions. It provides administrative and advisory support for retirement plans, including regulatory compliance and participant engagement.

Who are the principals or leadership at Retirement Capital Services LLC?

No principals or leadership names are publicly disclosed for this firm. The company does not list team members or officers in accessible public records.

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