RIA Intel›Advisers›California›RETIREMENT CAPITAL STRATEGIES, INC.

RETIREMENT CAPITAL STRATEGIES, INC.

Advisory

N·SAN JOSE, CA

Data as of Apr 21, 2026 · Source: SEC Form ADV

Total AUM
$305M
1-Year AUM Growth
+12.2%
3-Year CAGR
-0.9%
Employees
2
Assets Under Management
Total AUM$305M
Discretionary AUM$305M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients275
Team
Total Employees2
Investment Advisers6
Employee Growth (1Y)—
Filing History
Total Filings on Record34
First FilingDec 8, 2009
Latest FilingApr 21, 2026
🔒 Full AUM trend chart and 34 historical filings spanning 17+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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