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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-01-2022
- Office Locations
- 2
Office Locations
About Retirement Capital Advisors
Retirement Capital Advisors is a full-service wealth management firm providing portfolio management and retirement-focused planning, including estate and tax strategies and guidance on aging/long-term care. The practice works primarily with pre-retirees and retirees with $1M+ portfolios and emphasizes long-term, tax-aware investing and legacy planning. Offers dedicated planning resources for NHL/AHL players and Boeing employees.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Michael John Convery
Chief Executive Officer, Chief Operating Officer, Managing Partner
- CRD
- --
- Ownership
- 50% but less than 75%
JOHN MICHAEL CONVERY
Advisor, Managing Partner
- CRD
- #1394717
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Dylan Thomas Thorson
--
- CRD
- #7281728
Showing 1 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,324,029 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,324,029 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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