CRD: 166221
Approach Retirement Advisors, LLC
$227.5M Total AUM
$227.5M Disc. AUM
14.5% 3Y CAGR
2 Employees
144 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Beacon timberBridge +more
- Established Date
- 01-28-2013
- Office Locations
- 2
Office Locations
3 W Garden Street Suite 612 Pensacola FL
3928 Cypress Drive Suite 150 Vestavia AL
About Approach Retirement Advisors, LLC
Approach Retirement Advisors is an independent Birmingham, AL wealth management and financial planning firm focused on helping individuals and families navigate retirement and major life transitions. The team provides portfolio management plus guidance on taxes, estate/inheritance decisions, and charitable strategies (e.g., inherited IRA planning). Client assets are custodied with Charles Schwab.
Team overview
38 AVG AGE
$113.7M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
9.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Pathway Element Crest bridge Unison Peak
Client Personas
Vector Beacon
Custodian
Vertex Focus Harbor unison Horizon alpha Unison Vector Alpha
Investment Themes
Value catalyst Eagle optima Insight
Investment Vehicles
Matrix Bridge capital
Platform
Atlas vector
Services
Horizon Ridge Optima Atlas North Value Insight element North Timber vector Bridge Signal vector Radial pioneer
Technology
Focus Vertex pathway Harbor value Catalyst Delta vertex
Owner & Executives
ERIC JASON MCCLAIN
Certified Financial Planner, Partner
- CRD
- #5500918
- Ownership
- 50% but less than 75%
(293) 547-2937
prime.catalyst@meridiancapital.com
in linkedin.com/in/beacon-insight
P
PHILLIP BRITTAIN WALKER
Advisor, Chief Compliance Officer
- CRD
- #5798439
- Ownership
- 50% but less than 75%
(240) 673-6674
bridge.zenith@ridgecapital.com
in linkedin.com/in/vital-meridian
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $227,468,365 | $415,847 |
| Non-Discretionary | $0 | -- |
| Total | $227,468,365 | $415,847 |
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Separately Managed Accounts
Total SMA Asset: $227,468,365
Public Funds:
21.1% Equity - Exchange:
26.8% Cash:
22.5% Municipal Bonds:
29.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,284,419,591 | 21.1% |
| Equity - Exchange | $1,631,395,500 | 26.8% |
| Cash | $1,369,641,744 | 22.5% |
| Municipal Bonds | $1,801,839,807 | 29.6% |
| Total | $6,087,296,642 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT NORTH DELTA | SIGNAL VITAL | P6CKQLHHX | EPA | 10.44% | $98,436,235 |
| CATALYST DELTA | HORIZON VALUE | 2QPXC8LPA | KNHJ | 12.04% | $78,467,744 |
| NORTH PRIME HARBOR | PRIME CAPITAL | AQIL8VLGZ | KYX | 3.34% | $118,337,969 |
| MATRIX BRIDGE | ATLAS OAK | 7J2NLOYH3 | SACB | 11.02% | $77,645,971 |
| RIDGE BRIDGE | GLACIER TIMBER | OQZTWJ3U1 | AGC | 4.14% | $35,459,409 |
| NORTH NORTH | FUSION WAVE | 22IX4E6VY | AKT | 10.63% | $34,320,649 |
| SIGNAL FOUNDATION | ZENITH CAPITAL | 63R46F3Q8 | LIF | 11.22% | $91,703,297 |
| EMBER FRONTIER | SIGNAL TIMBER | 25ZYI2P2A | NDV | 1.20% | $18,571,400 |