APPROACH RETIREMENT ADVISORS, LLC
CRD #166221 SEC #801-121714 BIRMINGHAM, AL (205) 588-8637
SEC Registered
Total AUM
$199.4M
Discretionary
$199.4M
Employees
2
Clients
0
Accounts
546
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Alabama
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 18, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MCCLAIN, ERIC, JASON | I | OWNER / CHIEF COMPLIANCE OFFICER | E | Control |
| MCCLAIN, ERIC, JASON | I | MEMBER | D | Control |
| MCCLAIN, ERIC, JASON | I | MEMBER | D | Control |
| MCCLAIN, ERIC, JASON | I | MEMBER | D | Control |
| MCCLAIN, ERIC, JASON | I | MEMBER | D | Control |
| MCCLAIN, ERIC, JASON | I | MEMBER | D | Control |
| MCCLAIN, ERIC, JASON | I | MEMBER | D | Control |
| MCCLAIN, ERIC, JASON | I | MEMBER | D | Control |
| WALKER, PHILLIP, BRITTAIN | I | MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| WALKER, PHILLIP, BRITTAIN | I | MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| WALKER, PHILLIP, BRITTAIN | I | MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| WALKER, PHILLIP, BRITTAIN | I | MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| WALKER, PHILLIP, BRITTAIN | I | MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| WALKER, PHILLIP, BRITTAIN | I | MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| WALKER, PHILLIP, BRITTAIN | I | MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Sep 18, 2025 REGISTERED
Notice Filings (6)
AL FL GA MA NC TX
Address
3928 CYPRESS DRIVESUITE 150
BIRMINGHAM, AL 35243
United States
Phone: (205) 588-8637