RIA Intel›Advisers›Ohio›RESERVOIR RETIREMENT MANAGEMENT, LLC

RESERVOIR RETIREMENT MANAGEMENT, LLC

Advisory

N·LIMA, OH

Data as of Feb 18, 2026 · Source: SEC Form ADV

Total AUM
$209M
1-Year AUM Growth
+16.1%
3-Year CAGR
+10.5%
Employees
2
Assets Under Management
Total AUM$209M
Discretionary AUM$179M
Non-Discretionary AUM$30M
Discretionary %85.9%
Total Clients456
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record6
First FilingJul 30, 2021
Latest FilingFeb 18, 2026
🔒 Full AUM trend chart and 6 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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