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HAUSER RETIREMENT SOLUTIONS 2 LLC
CRD 299959File 801-117147
APPROVED
Disclosure events
Filing as of Apr 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.21B
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $1.21B
Clients
76
76 accounts
Employees
5
Top 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 15, 2019
- Principal office
- 5905 E GALBRAITH RD, SUITE 9000, CINCINNATI, OH, 45236
- Phone
- 513-745-9200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.21B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $1.21B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 76
- Total accounts
- 76
- AUM per client
- $16.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 76 | $1.21B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Portfolio management for other
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- Q11A1
- Q11A2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 6 | 5 | decreased by1 |
| Mar 1, 2026 | Clients | 92 | 76 | decreased by16 |
| Mar 1, 2026 | AUM | $1,170,397,205 | $1,214,865,035 | increased by$44,467,830 |
| Mar 1, 2026 | Accounts | 92 | 76 | decreased by16 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 62 | 92 | increased by30 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $806,114,887 | $1,170,397,205 | increased by$364,282,318 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 62 | 92 | increased by30 |
| Apr 1, 2022 | Clients | 32 | 62 | increased by30 |
| Apr 1, 2022 | AUM | $500,265,103 | $806,114,887 | increased by$305,849,784 |
| Apr 1, 2022 | Accounts | 32 | 62 | increased by30 |
| 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 “HAUSER RETIREMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HAUSER RETIREMENT” 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.