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HAUSER RETIREMENT SOLUTIONS 2 LLC
CRD 299959File 801-117147
APPROVED
Disclosure events
Filing as of Apr 21, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.