RIA Intel›Advisers›Maryland›TOTAL RETURN LLC

TOTAL RETURN LLC

Advisory

LINTHICUM HEIGHTS, MD

Data as of Feb 9, 2026 · Source: SEC Form ADV

Average account

$402K

across 24 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 9, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$6M

Non-Discretionary AUM$4M

Discretionary %63.5%

Total Clients14

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndJanuary

Operates InMD

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

14 clients

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

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Advisers of similar size in MD

Closest by assets under management. All figures from Form ADV.

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$10M

EMERSON JAMES ADVISORS LLC

$10M

HAYS, STEVEN, K

ANNAPOLIS, MD

$10M

ALTON POINT ADVISORS, LLC

$9M

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