RETIREMENT CAPITAL STRATEGIES, INC.
CRD #139009 SEC #801-70918 SAN JOSE, CA 408-551-6100
SEC Registered Disclosures
Total AUM
$295.5M
Discretionary
$295.5M
Employees
6
Clients
51
Accounts
655
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $295.5M | $295.5M | $0 | 6 | 0 |
| Mar 2024 | $265.2M | $265.2M | $0 | 6 | 0 |
| Aug 2023 | $236.4M | $236.4M | $0 | 6 | 0 |
| Jan 2023 | $236.4M | $236.4M | $0 | 6 | 0 |
| Dec 2022 | $296M | $296M | $0 | 7 | 0 |
| Mar 2022 | $296M | $296M | $0 | 7 | 0 |
| Mar 2021 | $272.6M | $272.6M | $0 | 9 | 0 |
| Jan 2021 | $228.1M | $228.1M | $0 | 9 | 0 |
| Jun 2020 | $228.1M | $228.1M | $0 | 9 | 0 |
| Mar 2020 | $228.1M | $228.1M | $0 | 9 | 0 |
| May 2019 | $177.6M | $177.6M | $0 | 7 | 0 |
| Apr 2019 | $177.6M | $177.6M | $0 | 7 | 0 |
| Mar 2019 | $177.6M | $177.6M | $0 | 7 | 0 |
| Nov 2018 | $212.2M | $212.2M | $0 | 7 | 0 |
| Sep 2018 | $212.2M | $212.2M | $0 | 7 | 0 |
| Jul 2018 | $212.2M | $212.2M | $0 | 7 | 0 |
| Mar 2018 | $212.2M | $212.2M | $0 | 7 | 0 |
| Mar 2018 | $212.2M | $212.2M | $0 | 7 | 0 |
| Oct 2017 | $191.5M | $191.5M | $0 | 7 | 0 |
| Mar 2017 | $191.5M | $191.5M | $0 | 7 | 300 |
| Mar 2017 | $191.5M | $191.5M | $0 | 7 | 300 |
| Jan 2017 | $191.5M | $191.5M | $0 | 7 | 300 |
| Jun 2016 | $184M | $184M | $0 | 7 | 300 |
| Mar 2016 | $184M | $184M | $0 | 7 | 300 |
| Mar 2015 | $183.1M | $183.1M | $0 | 7 | 300 |
| Mar 2014 | $170.7M | $170.7M | $0 | 7 | 320 |
| Oct 2013 | $146.7M | $146.7M | $0 | 8 | 300 |
| Mar 2013 | $146.7M | $146.7M | $0 | 8 | 300 |
| Feb 2012 | $139.7M | $139.7M | $0 | 6 | 500 |
| Jul 2011 | $135.3M | $135.3M | $0 | 10 | -- |
| Mar 2011 | $135.3M | $135.3M | $0 | 10 | -- |
| Mar 2010 | $114.5M | $114.5M | $0 | 10 | -- |
DateMar 2025
Total AUM$295.5M
Discretionary$295.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$265.2M
Discretionary$265.2M
Non-Disc.$0
Employees6
Clients0
DateAug 2023
Total AUM$236.4M
Discretionary$236.4M
Non-Disc.$0
Employees6
Clients0
DateJan 2023
Total AUM$236.4M
Discretionary$236.4M
Non-Disc.$0
Employees6
Clients0
DateDec 2022
Total AUM$296M
Discretionary$296M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$296M
Discretionary$296M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$272.6M
Discretionary$272.6M
Non-Disc.$0
Employees9
Clients0
DateJan 2021
Total AUM$228.1M
Discretionary$228.1M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$228.1M
Discretionary$228.1M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$228.1M
Discretionary$228.1M
Non-Disc.$0
Employees9
Clients0
DateMay 2019
Total AUM$177.6M
Discretionary$177.6M
Non-Disc.$0
Employees7
Clients0
DateApr 2019
Total AUM$177.6M
Discretionary$177.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$177.6M
Discretionary$177.6M
Non-Disc.$0
Employees7
Clients0
DateNov 2018
Total AUM$212.2M
Discretionary$212.2M
Non-Disc.$0
Employees7
Clients0
DateSep 2018
Total AUM$212.2M
Discretionary$212.2M
Non-Disc.$0
Employees7
Clients0
DateJul 2018
Total AUM$212.2M
Discretionary$212.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$212.2M
Discretionary$212.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$212.2M
Discretionary$212.2M
Non-Disc.$0
Employees7
Clients0
DateOct 2017
Total AUM$191.5M
Discretionary$191.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2017
Total AUM$191.5M
Discretionary$191.5M
Non-Disc.$0
Employees7
Clients300
DateMar 2017
Total AUM$191.5M
Discretionary$191.5M
Non-Disc.$0
Employees7
Clients300
DateJan 2017
Total AUM$191.5M
Discretionary$191.5M
Non-Disc.$0
Employees7
Clients300
DateJun 2016
Total AUM$184M
Discretionary$184M
Non-Disc.$0
Employees7
Clients300
DateMar 2016
Total AUM$184M
Discretionary$184M
Non-Disc.$0
Employees7
Clients300
DateMar 2015
Total AUM$183.1M
Discretionary$183.1M
Non-Disc.$0
Employees7
Clients300
DateMar 2014
Total AUM$170.7M
Discretionary$170.7M
Non-Disc.$0
Employees7
Clients320
DateOct 2013
Total AUM$146.7M
Discretionary$146.7M
Non-Disc.$0
Employees8
Clients300
DateMar 2013
Total AUM$146.7M
Discretionary$146.7M
Non-Disc.$0
Employees8
Clients300
DateFeb 2012
Total AUM$139.7M
Discretionary$139.7M
Non-Disc.$0
Employees6
Clients500
DateJul 2011
Total AUM$135.3M
Discretionary$135.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$135.3M
Discretionary$135.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$114.5M
Discretionary$114.5M
Non-Disc.$0
Employees10
Clients--