DBA Big Money Retirement And Big Retirement
Firm details
- Headquarters
- Greenville, South Carolina
- CRD number
- 318698
- Registered since
- January 2, 2026
- Website
- www.bigmoneyretirement.com
- Custodians
- CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals57.56%
- HNWI41.73%
- Charitable Organizations0.7%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
DBA Big Money Retirement And Big Retirement is a limited liability company operating as an independent registered investment adviser. The firm serves individual and family clients as well as institutional relationships, and combines financial planning and portfolio management for individuals and small businesses with insurance brokerage services. Its fees are charged as a percentage of assets under management and through fixed-fee arrangements. The firm does not identify as an active ESG investor, is not a capital allocator, and is not structured as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities62%
- Exchange Traded Equities17%
- Cash & Cash Equivalents13%
- Public Funds/Mutual Funds6%
- US Government Bonds1%
Contacts
3 of 11
John Obeck
Registered RepresentativeCRD 3222777
Matthew Hastings
Investment Advisor RepresentativeCRD 6318054
Elizabeth Mungo
Registered Investment AdviserCRD 8128166
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Greenville, SC
Greenville
Location
Greenville, SC
Headquartered in Greenville, SC, anchoring the Greenville-Spartanburg-Anderson, SC metro in the South.
- Metro area
- Greenville-Spartanburg-Anderson, SC
- Region
- South
- County
- Greenville
- Address
- 632 S Main St
- Time zone
- ET (UTC-5)
- Office locations
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