Skip to main content

RETIREMENT CAPITAL STRATEGIES, INC.

SEC Form ADV profile.

Total regulatory AUM
$305,157,069
Discretionary
$305,157,069
Non-discretionary
$0

Firm details

CRD number
139009
SEC file number
801-70918
Main office
SAN JOSE, CA, United States
Employees
6
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.