RETIREMENT MANAGEMENT SYSTEMS, INC.
Legal name: RETIREMENT MANAGEMENT SYSTEMS
CRD #150351 SEC #801-70978 LEONARDTOWN, MD 301-327-5312
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
11
Clients
0
Accounts
4,142
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.7B | $1.7B | $7.9M | 11 | 15 |
| Mar 2025 | $1.7B | $1.7B | $7.9M | 11 | 15 |
| Mar 2024 | $1.4B | $1.4B | $10.2M | 9 | 0 |
| Feb 2024 | $1.4B | $1.4B | $0 | 9 | 16 |
| Aug 2023 | $1.4B | $1.4B | $0 | 9 | 16 |
| Feb 2023 | $1.4B | $1.4B | $0 | 9 | 16 |
| Nov 2022 | $1.6B | $1.6B | $0 | 8 | 6 |
| Sep 2022 | $1.6B | $1.6B | $0 | 8 | 6 |
| Feb 2022 | $1.6B | $1.6B | $0 | 8 | 6 |
| Mar 2021 | $1.4B | $1.4B | $0 | 8 | 13 |
| Jul 2020 | $1.2B | $1.2B | $0 | 7 | 7 |
| Jun 2020 | $1.2B | $1.2B | $0 | 7 | 7 |
| Mar 2020 | $1.2B | $1.2B | $0 | 7 | 7 |
| Apr 2019 | $1.1B | $1.1B | $2.8M | 4 | 8 |
| Jan 2019 | $1.1B | $1.1B | $2.8M | 4 | 8 |
| Dec 2018 | $1.2B | $1.2B | $0 | 3 | 8 |
| Nov 2018 | $1.2B | $1.2B | $0 | 3 | 8 |
| Mar 2018 | $1.2B | $1.2B | $0 | 3 | 8 |
| Mar 2017 | $1B | $1B | $0 | 3 | 2,500 |
| Jan 2017 | $968.3M | $968.3M | $0 | 7 | 2,800 |
| Dec 2016 | $968.3M | $968.3M | $0 | 7 | 2,800 |
| Sep 2016 | $968.3M | $968.3M | $0 | 7 | 2,800 |
| Feb 2016 | $968.3M | $968.3M | $0 | 7 | 2,800 |
| Jan 2016 | $997.5M | $997.5M | $0 | 7 | 2,900 |
| Nov 2015 | $997.5M | $997.5M | $0 | 7 | 2,900 |
| Feb 2015 | $997.5M | $997.5M | $0 | 7 | 2,900 |
| Jul 2014 | $987.7M | $987.7M | $0 | 9 | 2,447 |
| Apr 2014 | $892.1M | $892.1M | $0 | 9 | 2,447 |
| Jan 2014 | $892.1M | $892.1M | $0 | 9 | 2,447 |
| Oct 2013 | $703.8M | $703.8M | $0 | 6 | 2,173 |
| Apr 2013 | $703.8M | $703.8M | $0 | 6 | 2,173 |
| Apr 2013 | $703.8M | $703.8M | $0 | 6 | 2,173 |
| Mar 2013 | $703.8M | $703.8M | $0 | 6 | 2,173 |
| Mar 2012 | $590.8M | $590.8M | $0 | 6 | 2,000 |
| Mar 2011 | $547.6M | $547.6M | $0 | 10 | -- |
| Jan 2011 | $566.2M | $566.2M | $0 | 10 | -- |
| Oct 2010 | $566.2M | $566.2M | $0 | 10 | -- |
| Jan 2010 | $0 | $0 | $0 | 10 | -- |
DateNov 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$7.9M
Employees11
Clients15
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$7.9M
Employees11
Clients15
DateMar 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$10.2M
Employees9
Clients0
DateFeb 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees9
Clients16
DateAug 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees9
Clients16
DateFeb 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees9
Clients16
DateNov 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees8
Clients6
DateSep 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees8
Clients6
DateFeb 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees8
Clients6
DateMar 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees8
Clients13
DateJul 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees7
Clients7
DateJun 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees7
Clients7
DateMar 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees7
Clients7
DateApr 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2.8M
Employees4
Clients8
DateJan 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2.8M
Employees4
Clients8
DateDec 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees3
Clients8
DateNov 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees3
Clients8
DateMar 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees3
Clients8
DateMar 2017
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees3
Clients2,500
DateJan 2017
Total AUM$968.3M
Discretionary$968.3M
Non-Disc.$0
Employees7
Clients2,800
DateDec 2016
Total AUM$968.3M
Discretionary$968.3M
Non-Disc.$0
Employees7
Clients2,800
DateSep 2016
Total AUM$968.3M
Discretionary$968.3M
Non-Disc.$0
Employees7
Clients2,800
DateFeb 2016
Total AUM$968.3M
Discretionary$968.3M
Non-Disc.$0
Employees7
Clients2,800
DateJan 2016
Total AUM$997.5M
Discretionary$997.5M
Non-Disc.$0
Employees7
Clients2,900
DateNov 2015
Total AUM$997.5M
Discretionary$997.5M
Non-Disc.$0
Employees7
Clients2,900
DateFeb 2015
Total AUM$997.5M
Discretionary$997.5M
Non-Disc.$0
Employees7
Clients2,900
DateJul 2014
Total AUM$987.7M
Discretionary$987.7M
Non-Disc.$0
Employees9
Clients2,447
DateApr 2014
Total AUM$892.1M
Discretionary$892.1M
Non-Disc.$0
Employees9
Clients2,447
DateJan 2014
Total AUM$892.1M
Discretionary$892.1M
Non-Disc.$0
Employees9
Clients2,447
DateOct 2013
Total AUM$703.8M
Discretionary$703.8M
Non-Disc.$0
Employees6
Clients2,173
DateApr 2013
Total AUM$703.8M
Discretionary$703.8M
Non-Disc.$0
Employees6
Clients2,173
DateApr 2013
Total AUM$703.8M
Discretionary$703.8M
Non-Disc.$0
Employees6
Clients2,173
DateMar 2013
Total AUM$703.8M
Discretionary$703.8M
Non-Disc.$0
Employees6
Clients2,173
DateMar 2012
Total AUM$590.8M
Discretionary$590.8M
Non-Disc.$0
Employees6
Clients2,000
DateMar 2011
Total AUM$547.6M
Discretionary$547.6M
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$566.2M
Discretionary$566.2M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$566.2M
Discretionary$566.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--