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RETIREMENT CAPITAL STRATEGIES, INC.
CRD 139009 · SEC 801-70918
1190 SARATOGA AVE., SUITE 140, SAN JOSE, CA, 95129, United States
Phone
408-551-6100
Fax
408-551-6161
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$305.2M
Discretionary AUM
$305.2M
Team
6 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-21
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 197 | $79.7M |
| High net worth individuals | 64 | $218.9M |
| Charitable organizations | 1 | $601K |
| Corporations/business entities | 1 | $5.9M |
States served
CA, CO, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD