Retirement Capital Management, LLC
Firm details
- Headquarters
- Murfreesboro, Tennessee
- CRD number
- 166609
- Registered since
- March 12, 2015
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Retirement Capital Management, LLC is an independent, Tennessee-based limited liability company that provides fee-based portfolio management primarily for individual and family clients, and for small businesses. The firm is state-registered in Tennessee and is owned by an individual principal. It offers a mix of billing methods — percentage of assets under management, hourly fees, fixed fees and other arrangements — rather than relying on a single fee model. The firm does not identify as an active ESG investor and is not presented as a multi-state adviser.
Assets & Accounts
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
- Public Funds/Mutual Funds59%
- Exchange Traded Equities28%
- Cash & Cash Equivalents12%
Owners & executives
1 of 1Larry Crocker
Founder & CEOCRD 2674217
Contacts
1 of 1Kristine Crocker
SecretaryCRD 6451651
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Murfreesboro, TN
Rutherford
Location
Murfreesboro, TN
Headquartered in Murfreesboro, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Rutherford
- Address
- 1832 Ward Dr
- Time zone
- CT (UTC-6)
- Office locations
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