RETIREMENT STRATEGIES, LTD.
CRD #163701 SEC #801-112738 DUBLIN, OH 614-799-8668
SEC Registered Disclosures
Total AUM
$242.9M
Discretionary
$240.2M
Employees
8
Clients
251
Accounts
974
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $242.9M | $240.2M | $2.7M | 8 | 90 |
| Sep 2025 | $242.9M | $240.2M | $2.7M | 8 | 90 |
| Aug 2025 | $242.9M | $240.2M | $2.7M | 8 | 90 |
| Jun 2025 | $242.9M | $240.2M | $2.7M | 9 | 90 |
| Mar 2025 | $242.9M | $240.2M | $2.7M | 9 | 90 |
| Feb 2025 | $242.9M | $240.2M | $2.7M | 9 | 90 |
| Feb 2024 | $205.6M | $203.1M | $2.6M | 7 | 73 |
| Oct 2023 | $173.8M | $171.5M | $2.3M | 7 | 17 |
| Jun 2023 | $173.8M | $171.5M | $2.3M | 7 | 17 |
| Mar 2023 | $173.8M | $171.5M | $2.3M | 7 | 17 |
| Feb 2023 | $186.5M | $184.1M | $2.3M | 7 | 50 |
| Aug 2022 | $186.5M | $184.1M | $2.3M | 7 | 50 |
| Jul 2022 | $186.5M | $184.1M | $2.3M | 7 | 50 |
| Jul 2022 | $186.5M | $184.1M | $2.3M | 7 | 50 |
| Mar 2022 | $186.5M | $184.1M | $2.3M | 6 | 50 |
| Feb 2022 | $155.5M | $155.5M | $0 | 6 | 55 |
| Sep 2021 | $155.5M | $155.5M | $0 | 6 | 55 |
| Mar 2021 | $155.5M | $155.5M | $0 | 7 | 55 |
| Feb 2021 | $155.5M | $155.5M | $0 | 7 | 55 |
| Dec 2020 | $125.5M | $125.5M | $0 | 7 | 0 |
| Dec 2020 | $125.5M | $125.5M | $0 | 7 | 0 |
| Jun 2020 | $125.5M | $125.5M | $0 | 6 | 0 |
| Jun 2020 | $125.5M | $125.5M | $0 | 6 | 0 |
| May 2020 | $125.5M | $125.5M | $0 | 7 | 0 |
| Feb 2020 | $125.5M | $125.5M | $0 | 8 | 0 |
| Nov 2019 | $99.1M | $99.1M | $0 | 8 | 1 |
| Sep 2019 | $99.1M | $99.1M | $0 | 8 | 1 |
| Jul 2019 | $99.1M | $99.1M | $0 | 8 | 1 |
| Jan 2019 | $99.1M | $99.1M | $0 | 8 | 3,541,009 |
| Sep 2018 | $108.1M | $106.8M | $1.3M | 8 | 1 |
| Aug 2018 | $108.1M | $106.8M | $1.3M | 8 | 1 |
| Mar 2018 | $108.1M | $106.8M | $1.3M | 9 | 1 |
| Oct 2012 | $47.1M | $47M | $100K | -- | 0 |
| Oct 2012 | $47.1M | $47M | $100K | -- | 0 |
| Sep 2012 | $47.1M | $47M | $100K | -- | 0 |
| Jul 2012 | $0 | $0 | $0 | -- | 0 |
| May 2012 | $0 | $0 | $0 | -- | 0 |
DateOct 2025
Total AUM$242.9M
Discretionary$240.2M
Non-Disc.$2.7M
Employees8
Clients90
DateSep 2025
Total AUM$242.9M
Discretionary$240.2M
Non-Disc.$2.7M
Employees8
Clients90
DateAug 2025
Total AUM$242.9M
Discretionary$240.2M
Non-Disc.$2.7M
Employees8
Clients90
DateJun 2025
Total AUM$242.9M
Discretionary$240.2M
Non-Disc.$2.7M
Employees9
Clients90
DateMar 2025
Total AUM$242.9M
Discretionary$240.2M
Non-Disc.$2.7M
Employees9
Clients90
DateFeb 2025
Total AUM$242.9M
Discretionary$240.2M
Non-Disc.$2.7M
Employees9
Clients90
DateFeb 2024
Total AUM$205.6M
Discretionary$203.1M
Non-Disc.$2.6M
Employees7
Clients73
DateOct 2023
Total AUM$173.8M
Discretionary$171.5M
Non-Disc.$2.3M
Employees7
Clients17
DateJun 2023
Total AUM$173.8M
Discretionary$171.5M
Non-Disc.$2.3M
Employees7
Clients17
DateMar 2023
Total AUM$173.8M
Discretionary$171.5M
Non-Disc.$2.3M
Employees7
Clients17
DateFeb 2023
Total AUM$186.5M
Discretionary$184.1M
Non-Disc.$2.3M
Employees7
Clients50
DateAug 2022
Total AUM$186.5M
Discretionary$184.1M
Non-Disc.$2.3M
Employees7
Clients50
DateJul 2022
Total AUM$186.5M
Discretionary$184.1M
Non-Disc.$2.3M
Employees7
Clients50
DateJul 2022
Total AUM$186.5M
Discretionary$184.1M
Non-Disc.$2.3M
Employees7
Clients50
DateMar 2022
Total AUM$186.5M
Discretionary$184.1M
Non-Disc.$2.3M
Employees6
Clients50
DateFeb 2022
Total AUM$155.5M
Discretionary$155.5M
Non-Disc.$0
Employees6
Clients55
DateSep 2021
Total AUM$155.5M
Discretionary$155.5M
Non-Disc.$0
Employees6
Clients55
DateMar 2021
Total AUM$155.5M
Discretionary$155.5M
Non-Disc.$0
Employees7
Clients55
DateFeb 2021
Total AUM$155.5M
Discretionary$155.5M
Non-Disc.$0
Employees7
Clients55
DateDec 2020
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees7
Clients0
DateDec 2020
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees6
Clients0
DateMay 2020
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees7
Clients0
DateFeb 2020
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees8
Clients0
DateNov 2019
Total AUM$99.1M
Discretionary$99.1M
Non-Disc.$0
Employees8
Clients1
DateSep 2019
Total AUM$99.1M
Discretionary$99.1M
Non-Disc.$0
Employees8
Clients1
DateJul 2019
Total AUM$99.1M
Discretionary$99.1M
Non-Disc.$0
Employees8
Clients1
DateJan 2019
Total AUM$99.1M
Discretionary$99.1M
Non-Disc.$0
Employees8
Clients3,541,009
DateSep 2018
Total AUM$108.1M
Discretionary$106.8M
Non-Disc.$1.3M
Employees8
Clients1
DateAug 2018
Total AUM$108.1M
Discretionary$106.8M
Non-Disc.$1.3M
Employees8
Clients1
DateMar 2018
Total AUM$108.1M
Discretionary$106.8M
Non-Disc.$1.3M
Employees9
Clients1
DateOct 2012
Total AUM$47.1M
Discretionary$47M
Non-Disc.$100K
Employees--
Clients0
DateOct 2012
Total AUM$47.1M
Discretionary$47M
Non-Disc.$100K
Employees--
Clients0
DateSep 2012
Total AUM$47.1M
Discretionary$47M
Non-Disc.$100K
Employees--
Clients0
DateJul 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateMay 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0