Investment adviser · CRD 166221
APPROACH RETIREMENT ADVISORS, LLC
Investment adviser filing (IA)
BIRMINGHAM, AL, United States · Form ADV filed Mar 16, 2026
- Regulatory AUM
- $227M Form ADV · Item 5.F
- Client accounts
- 547 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 59 | $187,846,979 | 82.6% |
| Individuals | 81 | $36,221,650 | 15.9% |
| Charities | Fewer than 5 | $1,729,480 | 0.8% |
| Retirement plans | Fewer than 5 | $1,670,256 | 0.7% |
Filing source
Form ADV 2065295 · Mar 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 16, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly
Principal office
3928 CYPRESS DRIVE, SUITE 150BIRMINGHAM, AL, 35243, United States
CRD 166221
Filing source
Form ADV 2065295 · Mar 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.