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RETIREMENT CAPITAL STRATEGIES, INC.
CRD 139009File 801-70918
APPROVED
Retail clients
Disclosure events
Filing as of Apr 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$305.2M
Below cohort median (national)
Discretionary AUM
$305.2M
Clients
263
627 accounts
Employees
6
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 4, 2010
- Principal office
- 1190 SARATOGA AVE., SUITE 140, SAN JOSE, CA, 95129
- Phone
- 408-551-6100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $305.2M
- Discretionary AUM
- $305.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 627
- Non-discretionary accounts
- 0
- Total accounts
- 627
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $5.9M |
| Charitable organizations | Fewer than 5 | $601K |
| High net worth individuals | 64 | $218.9M |
| Individuals (other than high net worth individuals) | 197 | $79.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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 11- Q11
- Q11C2
- Q11C4
- Q11C5
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.