# RETIREMENT CONSULTING GROUP, INC.

RETIREMENT CONSULTING GROUP, INC. of LAKE OSWEGO, OR is an SEC-registered investment adviser.

## Registration

- CRD: 311184
- Type: SEC-registered investment adviser
- SEC file number: 801-119724
- Location: 5 CENTERPOINTE DRIVE, SUITE 400, LAKE OSWEGO, OR, 97035
- Phone: 503-225-1700
- Latest filing: 2026-03-11
- Regulatory AUM: $457.0M
- Discretionary AUM: $442.1M
- Non-discretionary AUM: $14.9M
- Clients: 4
- Accounts: 192

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Brett William Pohl | CHIEF COMPLIANCE OFFICER | — |
| John Harold Upton | PRESIDENT | — |
| PAYNE THOMAS LEE | CHIEF COMPLIANCE OFFICER | — |
| POHL BRETT WILLIAM | CHIEF COMPLIANCE OFFICER | — |
| AGUAYO ERICK ALEXANDER | CHIEF COMPLIANCE OFFICER | — |
| HATT ASHLEY MICHELLE | CHIEF COMPLIANCE OFFICER | — |
| UPTON JOHN HAROLD | PRESIDENT; PRESIDENT AND CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/311184/brochure
- Similar advisers: https://search.stillhousedata.com/firm/311184/similar
- Related entities: https://search.stillhousedata.com/firm/311184/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/311184

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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.