RETIREMENT CAPITAL SERVICES LLC

RETIREMENT CAPITAL SERVICES LLC of GRAND BLANC, MI is an SEC-registered investment adviser (CRD 319779). Regulatory assets under management: $30.0M.

Registration

• CRD: 319779
• Type: Registered investment adviser
• Location: 8273 S. SAGINAW ST, GRAND BLANC, MI, 48439
• Phone: 248-978-5010
• Latest filing: 2026-07-06
• Regulatory AUM: $30.0M
• Discretionary AUM: $30.0M
• Clients: 1
• Accounts: 218

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 319779 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search