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RETIREMENT MANAGEMENT SYSTEMS
Legal name: RETIREMENT MANAGEMENT SYSTEMS, INC.
CRD 150351File 801-70978
APPROVED
Retail clients
Custody
Filing as of May 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.89B
Top 25% of cohort (national)
Discretionary AUM
$1.89B
Clients
3,032
4,472 accounts
Employees
11
Top 25% of cohort in MD
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 19, 2010
- Principal office
- 41615 PARK AVENUE, SUITE 115, LEONARDTOWN, MD, 20650
- Phone
- 301-327-5312
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.89B
- Discretionary AUM
- $1.89B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4,472
- Non-discretionary accounts
- 0
- Total accounts
- 4,472
- AUM per client
- $622K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 553 | $918.4M |
| Individuals (other than high net worth individuals) | 2,479 | $968.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other 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
- Yes
- Related Person Custody Cash
- Yes
- 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.