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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 Aug 17, 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 |
|---|---|---|---|
| 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.