Data / Investment advisers / Maryland / Retirement Management Systems
Retirement Management Systems, Leonardtown, MD: $1.9 billion AUM, SEC registered investment adviser
Retirement Management Systems is an SEC registered investment adviser with its main office in Leonardtown, Maryland and reports $1.9 billion in regulatory assets under management in its Form ADV filed May 18, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 150351
- SEC file number
- 801-70978
- SEC status
- Approved, effective January 19, 2010
- Legal name
- Retirement Management Systems, Inc.
- Main office
- 41615 Park Avenue Suite 115, Leonardtown, MD 20650
- Phone
- (301) 327-5312
- Regulatory AUM
- $1,886,716,918 in the Form ADV filed May 18, 2026
- Discretionary AUM
- $1,886,716,918
- Accounts
- 4,472
- Employees
- 11, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 2,479 | $968.4 million |
| High net worth individuals | 553 | $918.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $1.89 billion | February 26, 2026 |
| December 1, 2025 | $1.66 billion | November 18, 2025 |
Other advisers in Maryland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cornerstone Advisory | Hunt Valley | $2.25 billion | 1 | adviserinfo.sec.gov |
| Enlightenment Capital | Chevy Chase | $2.12 billion | 14 | adviserinfo.sec.gov |
| Albion River | Rockville | $2.06 billion | 2 | adviserinfo.sec.gov |
| Trumbower Financial Advisors LLC | Bethesda | $1.98 billion | Not listed | adviserinfo.sec.gov |
| Alliance Partners LLC | Chevy Chase | $1.94 billion | Not listed | adviserinfo.sec.gov |
| Berman McAleer | Timonium | $1.82 billion | Not listed | adviserinfo.sec.gov |
| WBH Advisory, Inc. | Baltimore | $1.74 billion | Not listed | adviserinfo.sec.gov |
| Advisorshares | Bethesda | $1.72 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Maryland
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Retirement Management Systems on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.