RIA Intel›Advisers›Virginia›THE RETIREMENT SMITH LLC

THE RETIREMENT SMITH LLC

Advisory

FREDERICKSBURG, VA

Data as of Aug 12, 2026 · Source: SEC Form ADV

Average account

$161K

across 113 accounts

AUM per adviser

$9M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 12, 2026.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$18M

Discretionary AUM$18M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients64

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVA

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

64 clients

2 high-net-worth

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

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