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FISHER\SMB
Legal name: FISHER RETIREMENT SOLUTIONS LLC
CRD 331205File 801-130272
APPROVED
Filing as of Jun 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$6.85B
Top 25% of cohort (national)
Discretionary AUM
$6.85B
Clients
1,848
1,848 accounts
Employees
159
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- May 31, 2024
- Principal office
- 4100 INTERNATIONAL PARKWAY, SUITE 2000, CARROLLTON, TX, 75007
- Phone
- 888-674-4504
- Website
- Https://www.fishersmb.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.85B
- Discretionary AUM
- $6.85B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,848
- Non-discretionary accounts
- 0
- Total accounts
- 1,848
- AUM per client
- $3.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 1,839 | $6.75B |
| State or municipal government entities | 9 | $96.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- 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 | Employees | 133 | 159 | increased by26 |
| Apr 1, 2026 | Clients | 1,847 | 1,848 | increased by1 |
| Apr 1, 2026 | AUM | $5,461,349,416 | $6,847,928,139 | increased by$1,386,578,723 |
| Apr 1, 2026 | Accounts | 1,768 | 1,848 | increased by80 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FISHER\SMB” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FISHER\SMB” 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.