Asset ManagerRIA · CRD 289069SEC-Registered

Updated:

Retirement Solutions Group

RETIREMENT SOLUTIONS GROUP is an SEC-registered investment adviser in FRANKLIN, TN, registered since 2026.

Retirement Solutions Group

RETIREMENT SOLUTIONS GROUP is an SEC-registered investment adviser in FRANKLIN, TN, registered since 2026. The firm manages approximately $160 million in regulatory assets. It has 7 employees and 3 investment advisers.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at Retirement Solutions Group?

The named investment professionals at Retirement Solutions Group are not publicly disclosed in major databases, regulatory filings, or media reports. The firm does not maintain a public leadership page or LinkedIn presence as of this writing.

How does Retirement Solutions Group source proprietary deal flow?

Given the firm's focus on retirement-income products, deal flow likely originates through relationships with insurance companies, pension consultants, and plan sponsors. Without public disclosures, the sourcing model remains unconfirmed.

Is Retirement Solutions Group structured as a single family office or does it operate more like an asset manager?

Retirement Solutions Group is classified as an asset manager, not a family office. Its name implies institutional or retail-facing distribution rather than private capital management for a single family.

Does Retirement Solutions Group participate in fund commitments or only direct deals?

Based on its positioning, Retirement Solutions Group likely allocates capital through pooled investment vehicles such as mutual funds, ETFs, or separate accounts, rather than direct private-equity deals.

Which sectors does Retirement Solutions Group typically target?

The firm's portfolio likely includes fixed-income, dividend-paying equities, and insurance-linked securities. Sector-specific disclosures are not available.

What is Retirement Solutions Group's known posture on co-investments alongside external GPs?

There is no public record of Retirement Solutions Group engaging in co-investments alongside external general partners. Its strategy appears oriented toward public market solutions rather than private capital.

Where does the underlying wealth or capital come from?

Retirement Solutions Group manages capital for retirement savers, likely through employer-sponsored plans or individual retirement accounts. The firm's AUM source is not disclosed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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