RETIREMENT CAPITAL ADVISORS

Overview

Retirement Capital Advisors is structured as a limited liability company operating as an independent registered investment advisor that serves individual and family clients. Ownership is held by an individual, and the firm provides financial planning and portfolio management services aimed at households and small businesses. Compensation is a mix of asset-based fees and fixed fees. The firm does not position itself as a capital allocator or multi-state adviser and is not identified as an active ESG investor or pension consultant. Its business activities include standard advisory and planning functions, and it lists an affiliation with an insurance company, which helps explain the use of insurance-linked products in client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices