THE RETIREMENT CORPORATION OF AMERICA
CRD #105994 SEC #801-26109 CINCINNATI, OH 513-769-4040
SEC Registered
Total AUM
$632.1M
Discretionary
$609.3M
Employees
7
Clients
--
Accounts
1,950
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $632.1M | $609.3M | $22.7M | 7 | 7 |
| Nov 2021 | $569.1M | $552.3M | $16.8M | 7 | 7 |
| Mar 2021 | $569.1M | $552.3M | $16.8M | 7 | 7 |
| Dec 2020 | $522.5M | $506.6M | $15.9M | 12 | 7 |
| Nov 2020 | $522.5M | $506.6M | $15.9M | 12 | 7 |
| Jun 2020 | $522.5M | $506.6M | $15.9M | 12 | 7 |
| Jun 2020 | $522.5M | $506.6M | $15.9M | 12 | 7 |
| Mar 2020 | $522.5M | $506.6M | $15.9M | 12 | 7 |
| Jan 2020 | $467M | $455.6M | $11.4M | 15 | 0 |
| Nov 2019 | $467M | $455.6M | $11.4M | 15 | 0 |
| Mar 2019 | $467M | $455.6M | $11.4M | 15 | 0 |
| Nov 2018 | $519.3M | $505.8M | $13.5M | 17 | 0 |
| Mar 2018 | $519.3M | $505.8M | $13.5M | 17 | 0 |
| Feb 2018 | $531.1M | $513.9M | $17.2M | 12 | 0 |
| Jun 2017 | $531.1M | $513.9M | $17.2M | 11 | 900 |
| Apr 2017 | $531.1M | $513.9M | $17.2M | 11 | 900 |
| Mar 2017 | $519.6M | $503.2M | $16.5M | 11 | 900 |
| Aug 2016 | $482.2M | $460.7M | $21.5M | 10 | 900 |
| Jul 2016 | $482.2M | $460.7M | $21.5M | 10 | 900 |
| Mar 2016 | $482.2M | $460.7M | $21.5M | 10 | 900 |
| Feb 2016 | $482.2M | $460.7M | $21.5M | 10 | 900 |
| Aug 2015 | $510.1M | $498.9M | $11.2M | 11 | 900 |
| Mar 2015 | $510.1M | $498.9M | $11.2M | 11 | 900 |
| Feb 2015 | $496.3M | $487.6M | $8.6M | 11 | 1,000 |
| Dec 2014 | $496.3M | $487.6M | $8.6M | 11 | 1,000 |
| Feb 2014 | $496.3M | $487.6M | $8.6M | 11 | 1,000 |
| Mar 2013 | $404.6M | $396.9M | $7.7M | 12 | 1,000 |
| Dec 2012 | $363.8M | $358.6M | $5.2M | 12 | 1,000 |
| Nov 2012 | $363.8M | $358.6M | $5.2M | 12 | 1,000 |
| Apr 2012 | $363.8M | $358.6M | $5.2M | 11 | 1,000 |
| Mar 2012 | $363.8M | $358.6M | $5.2M | 11 | 1,000 |
| Mar 2012 | $363.8M | $358.6M | $5.2M | 11 | 1,000 |
| Feb 2012 | $363.8M | $358.6M | $5.2M | 11 | 1,000 |
| Nov 2011 | $390.8M | $384.2M | $6.6M | 11 | 1,000 |
| May 2011 | $390.8M | $384.2M | $6.6M | -- | -- |
| Mar 2011 | $390.8M | $384.2M | $6.6M | -- | -- |
| Jun 2010 | $343.7M | $343.7M | $0 | -- | -- |
| Dec 2007 | $377.1M | $376.4M | $630.3K | -- | -- |
| Feb 2007 | $377.1M | $376.4M | $630.3K | -- | -- |
| Mar 2006 | $353.1M | $352.4M | $666K | -- | -- |
| Mar 2004 | $349.2M | $349.2M | $0 | -- | -- |
| Oct 2001 | $535.5M | $486.4M | $49.2M | -- | -- |
| Oct 2001 | $535.5M | $486.4M | $49.2M | -- | -- |
| May 2001 | $535.5M | $486.4M | $49.2M | -- | -- |
DateMar 2022
Total AUM$632.1M
Discretionary$609.3M
Non-Disc.$22.7M
Employees7
Clients7
DateNov 2021
Total AUM$569.1M
Discretionary$552.3M
Non-Disc.$16.8M
Employees7
Clients7
DateMar 2021
Total AUM$569.1M
Discretionary$552.3M
Non-Disc.$16.8M
Employees7
Clients7
DateDec 2020
Total AUM$522.5M
Discretionary$506.6M
Non-Disc.$15.9M
Employees12
Clients7
DateNov 2020
Total AUM$522.5M
Discretionary$506.6M
Non-Disc.$15.9M
Employees12
Clients7
DateJun 2020
Total AUM$522.5M
Discretionary$506.6M
Non-Disc.$15.9M
Employees12
Clients7
DateJun 2020
Total AUM$522.5M
Discretionary$506.6M
Non-Disc.$15.9M
Employees12
Clients7
DateMar 2020
Total AUM$522.5M
Discretionary$506.6M
Non-Disc.$15.9M
Employees12
Clients7
DateJan 2020
Total AUM$467M
Discretionary$455.6M
Non-Disc.$11.4M
Employees15
Clients0
DateNov 2019
Total AUM$467M
Discretionary$455.6M
Non-Disc.$11.4M
Employees15
Clients0
DateMar 2019
Total AUM$467M
Discretionary$455.6M
Non-Disc.$11.4M
Employees15
Clients0
DateNov 2018
Total AUM$519.3M
Discretionary$505.8M
Non-Disc.$13.5M
Employees17
Clients0
DateMar 2018
Total AUM$519.3M
Discretionary$505.8M
Non-Disc.$13.5M
Employees17
Clients0
DateFeb 2018
Total AUM$531.1M
Discretionary$513.9M
Non-Disc.$17.2M
Employees12
Clients0
DateJun 2017
Total AUM$531.1M
Discretionary$513.9M
Non-Disc.$17.2M
Employees11
Clients900
DateApr 2017
Total AUM$531.1M
Discretionary$513.9M
Non-Disc.$17.2M
Employees11
Clients900
DateMar 2017
Total AUM$519.6M
Discretionary$503.2M
Non-Disc.$16.5M
Employees11
Clients900
DateAug 2016
Total AUM$482.2M
Discretionary$460.7M
Non-Disc.$21.5M
Employees10
Clients900
DateJul 2016
Total AUM$482.2M
Discretionary$460.7M
Non-Disc.$21.5M
Employees10
Clients900
DateMar 2016
Total AUM$482.2M
Discretionary$460.7M
Non-Disc.$21.5M
Employees10
Clients900
DateFeb 2016
Total AUM$482.2M
Discretionary$460.7M
Non-Disc.$21.5M
Employees10
Clients900
DateAug 2015
Total AUM$510.1M
Discretionary$498.9M
Non-Disc.$11.2M
Employees11
Clients900
DateMar 2015
Total AUM$510.1M
Discretionary$498.9M
Non-Disc.$11.2M
Employees11
Clients900
DateFeb 2015
Total AUM$496.3M
Discretionary$487.6M
Non-Disc.$8.6M
Employees11
Clients1,000
DateDec 2014
Total AUM$496.3M
Discretionary$487.6M
Non-Disc.$8.6M
Employees11
Clients1,000
DateFeb 2014
Total AUM$496.3M
Discretionary$487.6M
Non-Disc.$8.6M
Employees11
Clients1,000
DateMar 2013
Total AUM$404.6M
Discretionary$396.9M
Non-Disc.$7.7M
Employees12
Clients1,000
DateDec 2012
Total AUM$363.8M
Discretionary$358.6M
Non-Disc.$5.2M
Employees12
Clients1,000
DateNov 2012
Total AUM$363.8M
Discretionary$358.6M
Non-Disc.$5.2M
Employees12
Clients1,000
DateApr 2012
Total AUM$363.8M
Discretionary$358.6M
Non-Disc.$5.2M
Employees11
Clients1,000
DateMar 2012
Total AUM$363.8M
Discretionary$358.6M
Non-Disc.$5.2M
Employees11
Clients1,000
DateMar 2012
Total AUM$363.8M
Discretionary$358.6M
Non-Disc.$5.2M
Employees11
Clients1,000
DateFeb 2012
Total AUM$363.8M
Discretionary$358.6M
Non-Disc.$5.2M
Employees11
Clients1,000
DateNov 2011
Total AUM$390.8M
Discretionary$384.2M
Non-Disc.$6.6M
Employees11
Clients1,000
DateMay 2011
Total AUM$390.8M
Discretionary$384.2M
Non-Disc.$6.6M
Employees--
Clients--
DateMar 2011
Total AUM$390.8M
Discretionary$384.2M
Non-Disc.$6.6M
Employees--
Clients--
DateJun 2010
Total AUM$343.7M
Discretionary$343.7M
Non-Disc.$0
Employees--
Clients--
DateDec 2007
Total AUM$377.1M
Discretionary$376.4M
Non-Disc.$630.3K
Employees--
Clients--
DateFeb 2007
Total AUM$377.1M
Discretionary$376.4M
Non-Disc.$630.3K
Employees--
Clients--
DateMar 2006
Total AUM$353.1M
Discretionary$352.4M
Non-Disc.$666K
Employees--
Clients--
DateMar 2004
Total AUM$349.2M
Discretionary$349.2M
Non-Disc.$0
Employees--
Clients--
DateOct 2001
Total AUM$535.5M
Discretionary$486.4M
Non-Disc.$49.2M
Employees--
Clients--
DateOct 2001
Total AUM$535.5M
Discretionary$486.4M
Non-Disc.$49.2M
Employees--
Clients--
DateMay 2001
Total AUM$535.5M
Discretionary$486.4M
Non-Disc.$49.2M
Employees--
Clients--