RESERVOIR RETIREMENT MANAGEMENT, LLC

RESERVOIR RETIREMENT MANAGEMENT, LLC of LIMA, OH is an SEC-registered investment adviser (CRD 293131). Regulatory assets under management: $208.8M.

Registration

• CRD: 293131
• SEC file number: 801-122212
• Type: Registered investment adviser
• Location: 2100 LOST CREEK BOULEVARD, LIMA, OH, 45804
• Phone: 567-289-2100
• Latest filing: 2026-02-18
• Regulatory AUM: $208.8M
• Discretionary AUM: $179.3M
• Non-discretionary AUM: $29.5M
• Clients: 2
• Accounts: 887

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 293131 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search