# APPROACH RETIREMENT ADVISORS, LLC

APPROACH RETIREMENT ADVISORS, LLC of BIRMINGHAM, AL is an SEC-registered investment adviser.

## Registration

- CRD: 166221
- Type: SEC-registered investment adviser
- SEC file number: 801-121714
- Location: 3928 CYPRESS DRIVE, SUITE 150, BIRMINGHAM, AL, 35243
- Phone: (205) 588-8637
- Latest filing: 2026-03-16
- Regulatory AUM: $227.5M
- Discretionary AUM: $227.5M
- Clients: 2
- Accounts: 547

## Business model

- Compensation: % of AUM, Hourly
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| [Eric Jason Mcclain](https://search.stillhousedata.com/person/683227) | MEMBER | — |
| [Phillip Brittain Walker](https://search.stillhousedata.com/person/683228) | MEMBER / CHIEF COMPLIANCE OFFICER | — |
| [MCCLAIN ERIC JASON](https://search.stillhousedata.com/person/796003) | MEMBER; OWNER / CHIEF COMPLIANCE OFFICER | — |
| [WALKER PHILLIP BRITTAIN](https://search.stillhousedata.com/person/866310) | MEMBER / CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166221/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166221/similar
- Related entities: https://search.stillhousedata.com/firm/166221/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166221

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.