RETIREMENT CAPITAL ADVISORS

RETIREMENT CAPITAL ADVISORS of WEST PALM BEACH, FL is an SEC-registered investment adviser (CRD 324060). Regulatory assets under management: $11.3M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 324060
• Type: Registered investment adviser
• Location: 2000 PALM BEACH LAKES BLVD, WEST PALM BEACH, FL, 33409
• Phone: 561-784-7910
• Latest filing: 2026-05-11
• Regulatory AUM: $11.3M
• Discretionary AUM: $11.3M
• Clients: 5
• Accounts: 138

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324060 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search