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RESEARCH FINANCIAL STRATEGIES
Legal name: REUTEMANN FINANCIAL SOLUTIONS, INC.
CRD 153247File 801-71400
APPROVED
Retail clients
Filing as of Apr 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$251.6M
Below cohort median (national)
Discretionary AUM
$251.6M
Clients
533
1,250 accounts
Employees
10
Below cohort median in MD
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- May 3, 2010
- Principal office
- 2273 RESEARCH BLVD, SUITE 101, ROCKVILLE, MD, 20850-3264
- Phone
- 301-294-7500
- Website
- HTTP://WWW.RFSADVISORS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $251.6M
- Discretionary AUM
- $251.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,250
- Non-discretionary accounts
- 0
- Total accounts
- 1,250
- AUM per client
- $472K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $475K |
| Charitable organizations | Fewer than 5 | $607K |
| High net worth individuals | 93 | $166.0M |
| Pension and profit sharing plans | 22 | $12.2M |
| Individuals (other than high net worth individuals) | 418 | $72.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PERCENTAGE OF ANNUAL INCOME OR NET WORTH
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 580 | 533 | decreased by47 |
| Apr 1, 2026 | AUM | $254,445,293 | $251,638,819 | decreased by$2,806,474 |
| Apr 1, 2026 | Accounts | 1,365 | 1,250 | decreased by115 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 10 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,066 | 580 | decreased by486 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $419,891,507 | $254,445,293 | decreased by$165,446,214 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,373 | 1,365 | decreased by1,008 |
| Apr 1, 2022 | Employees | 16 | 15 | decreased by1 |
| Apr 1, 2022 | Clients | 1,197 | 1,066 | decreased by131 |
| Apr 1, 2022 | AUM | $496,617,545 | $419,891,507 | decreased by$76,726,038 |
| Apr 1, 2022 | Accounts | 2,597 | 2,373 | decreased by224 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RESEARCH FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RESEARCH FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.