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RETIREMENT FUND MANAGEMENT
Legal name: RETIREMENT FUND MANAGEMENT, LLC
CRD 126573File 801-69594
APPROVED
Filing as of Apr 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$769.7M
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $769.7M
Clients
10
10 accounts
Employees
4
Above cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Oct 2, 2008
- Principal office
- FIVE CONCOURSE PARKWAY, SUITE 3000, ATLANTA, GA, 30328-7106
- Phone
- 770-399-8803
- Website
- http://www.rfm401k.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $769.7M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $769.7M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 10
- Total accounts
- 10
- AUM per client
- $77.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 10 | $769.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.