THE RETIREMENT GUYS FORMULA LLC
Legal name: THE RETIREMENT GUYS FORMULA
CRD #168561 SEC #801-119086 MAUMEE, OH 419-842-0550
SEC Registered Disclosures
Total AUM
$300.6M
Discretionary
$300.6M
Employees
10
Clients
51
Accounts
1,991
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $300.6M | $300.6M | $0 | 10 | 14 |
| Feb 2025 | $300.6M | $300.6M | $0 | 10 | 14 |
| Feb 2025 | $300.6M | $300.6M | $0 | 10 | 14 |
| Sep 2024 | $250.1M | $250.1M | $0 | 13 | 4 |
| May 2024 | $250.1M | $250.1M | $0 | 13 | 4 |
| Mar 2024 | $250.1M | $250.1M | $0 | 13 | 4 |
| Oct 2023 | $200.9M | $200.9M | $0 | 12 | 9 |
| Oct 2023 | $200.9M | $200.9M | $0 | 12 | 9 |
| Aug 2023 | $200.9M | $200.9M | $0 | 12 | 9 |
| Mar 2023 | $200.9M | $200.9M | $0 | 12 | 9 |
| Jun 2022 | $187.6M | $187.6M | $0 | 13 | 13 |
| Apr 2022 | $187.6M | $187.6M | $0 | 13 | 13 |
| Mar 2022 | $187.6M | $187.6M | $0 | 13 | 13 |
| Nov 2021 | $147.6M | $147.6M | $0 | 11 | 3 |
| Aug 2021 | $147.6M | $147.6M | $0 | 11 | 3 |
| May 2021 | $147.6M | $147.6M | $0 | 11 | 3 |
| May 2021 | $147.6M | $147.6M | $0 | 11 | 3 |
| Mar 2021 | $147.6M | $147.6M | $0 | 11 | 3 |
| Dec 2020 | $111.6M | $111.6M | $0 | 13 | 2 |
| Aug 2020 | $111.6M | $111.6M | $0 | 13 | 2 |
| Jun 2020 | $111.6M | $111.6M | $0 | 13 | 2 |
| May 2016 | $53.4M | $53.4M | $0 | 2 | 500 |
| Mar 2016 | $53.4M | $53.4M | $0 | 2 | 500 |
| Nov 2015 | $105.3M | $54.6M | $50.7M | 6 | 500 |
| Mar 2015 | $105.3M | $54.6M | $50.7M | 6 | 500 |
| Mar 2015 | $105.3M | $54.6M | $50.7M | 6 | 500 |
| Apr 2014 | $100.5M | $27.7M | $72.8M | 6 | 500 |
| Mar 2014 | $96.6M | $25M | $71.6M | 6 | 500 |
| Nov 2013 | $0 | $0 | $0 | 6 | 0 |
| Sep 2013 | $0 | $0 | $0 | 6 | 0 |
| Aug 2013 | $0 | $0 | $0 | 6 | 0 |
DateOct 2025
Total AUM$300.6M
Discretionary$300.6M
Non-Disc.$0
Employees10
Clients14
DateFeb 2025
Total AUM$300.6M
Discretionary$300.6M
Non-Disc.$0
Employees10
Clients14
DateFeb 2025
Total AUM$300.6M
Discretionary$300.6M
Non-Disc.$0
Employees10
Clients14
DateSep 2024
Total AUM$250.1M
Discretionary$250.1M
Non-Disc.$0
Employees13
Clients4
DateMay 2024
Total AUM$250.1M
Discretionary$250.1M
Non-Disc.$0
Employees13
Clients4
DateMar 2024
Total AUM$250.1M
Discretionary$250.1M
Non-Disc.$0
Employees13
Clients4
DateOct 2023
Total AUM$200.9M
Discretionary$200.9M
Non-Disc.$0
Employees12
Clients9
DateOct 2023
Total AUM$200.9M
Discretionary$200.9M
Non-Disc.$0
Employees12
Clients9
DateAug 2023
Total AUM$200.9M
Discretionary$200.9M
Non-Disc.$0
Employees12
Clients9
DateMar 2023
Total AUM$200.9M
Discretionary$200.9M
Non-Disc.$0
Employees12
Clients9
DateJun 2022
Total AUM$187.6M
Discretionary$187.6M
Non-Disc.$0
Employees13
Clients13
DateApr 2022
Total AUM$187.6M
Discretionary$187.6M
Non-Disc.$0
Employees13
Clients13
DateMar 2022
Total AUM$187.6M
Discretionary$187.6M
Non-Disc.$0
Employees13
Clients13
DateNov 2021
Total AUM$147.6M
Discretionary$147.6M
Non-Disc.$0
Employees11
Clients3
DateAug 2021
Total AUM$147.6M
Discretionary$147.6M
Non-Disc.$0
Employees11
Clients3
DateMay 2021
Total AUM$147.6M
Discretionary$147.6M
Non-Disc.$0
Employees11
Clients3
DateMay 2021
Total AUM$147.6M
Discretionary$147.6M
Non-Disc.$0
Employees11
Clients3
DateMar 2021
Total AUM$147.6M
Discretionary$147.6M
Non-Disc.$0
Employees11
Clients3
DateDec 2020
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees13
Clients2
DateAug 2020
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees13
Clients2
DateJun 2020
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees13
Clients2
DateMay 2016
Total AUM$53.4M
Discretionary$53.4M
Non-Disc.$0
Employees2
Clients500
DateMar 2016
Total AUM$53.4M
Discretionary$53.4M
Non-Disc.$0
Employees2
Clients500
DateNov 2015
Total AUM$105.3M
Discretionary$54.6M
Non-Disc.$50.7M
Employees6
Clients500
DateMar 2015
Total AUM$105.3M
Discretionary$54.6M
Non-Disc.$50.7M
Employees6
Clients500
DateMar 2015
Total AUM$105.3M
Discretionary$54.6M
Non-Disc.$50.7M
Employees6
Clients500
DateApr 2014
Total AUM$100.5M
Discretionary$27.7M
Non-Disc.$72.8M
Employees6
Clients500
DateMar 2014
Total AUM$96.6M
Discretionary$25M
Non-Disc.$71.6M
Employees6
Clients500
DateNov 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0