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THE RETIREMENT SPECIALIST OF CENTRAL OHIO, LLC

Advisory

NEWARK, OH

Data as of May 8, 2026 · Source: SEC Form ADV

Average account

$107K

across 176 accounts

AUM per adviser

$9M

2 advisers

Source: SEC Form ADV. Figures as filed May 8, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients115

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH, TN

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

115 clients

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

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BLUE ADVISORY LLC

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