RIA Intel›Advisers›Florida›RETIREMENT CAPITAL ADVISORS LLC

RETIREMENT CAPITAL ADVISORS LLC

Advisory

WEST PALM BEACH, FL

Data as of May 11, 2026 · Source: SEC Form ADV

Rank in FL

#2,160

of 2,610 advisers by AUM

Average account

$82K

across 138 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed May 11, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients67

Team

Total Employees5

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, WI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

67 clients

The full client-type breakdown and the share of AUM each category represents.

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