Retirement Capital Services LLC

Overview

Retirement Capital Services LLC is an independent, privately held RIA organized as an LLC and operated by an individual owner. The firm focuses on serving individual and family clients and provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee model mixes a percentage of assets under management with hourly billing. The firm describes itself as a capital allocator, which aligns with its use of third‑party alternative managers. The adviser is not flagged as an active ESG investor, is not registered as a multi‑state adviser in the provided data, and does not act as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices