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RPS RETIREMENT PLAN ADVISORS
CRD 319220File 801-123627
APPROVED
Filing as of Apr 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$336.3M
Below cohort median (national)
Discretionary AUM
$336.3M
Clients
31
31 accounts
Employees
3
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 11, 2022
- Principal office
- 9600 NORTH MOPAC, SUITE 600, AUSTIN, TX, 78759
- Phone
- 512-918-0000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $336.3M
- Discretionary AUM
- $336.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 31
- Non-discretionary accounts
- 0
- Total accounts
- 31
- AUM per client
- $10.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 31 | $336.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- A percentage of assets under your management
Advisory activities
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Employees | 4 | 3 | decreased by1 |
| Apr 1, 2026 | Employees | 5 | 4 | decreased by1 |
| Apr 1, 2026 | Clients | 29 | 31 | increased by2 |
| Apr 1, 2026 | AUM | $271,765,092 | $336,297,196 | increased by$64,532,104 |
| Apr 1, 2026 | Accounts | 29 | 31 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 19 | 29 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $372,140,267 | $271,765,092 | decreased by$100,375,175 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 19 | 29 | increased by10 |
| May 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RPS RETIREMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RPS 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.