Investment adviser · CRD 150351
RETIREMENT MANAGEMENT SYSTEMS
Investment adviser filing (IA)
RETIREMENT MANAGEMENT SYSTEMS, INC.
LEONARDTOWN, MD, United States · Form ADV filed May 18, 2026
- Regulatory AUM
- $1.89B Form ADV · Item 5.F
- Client accounts
- 4,472 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 5 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 |
|---|---|---|---|
| Individuals | 2,479 | $968,351,394 | 51.3% |
| High-net-worth individuals | 553 | $918,365,524 | 48.7% |
Filing source
Form ADV 2106504 · May 18, 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: May 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
41615 PARK AVENUE, SUITE 115LEONARDTOWN, MD, 20650, United States
CRD 150351
Filing source
Form ADV 2106504 · May 18, 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.