R
$7.1M Total AUM
$7.1M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2013
- Office Locations
- 1
Office Locations
1832 Ward Drive Suite 101 Murfreesboro TN
About Retirement Capital Management, LLC
Retirement Capital Management, LLC is a Murfreesboro-based RIA. The firm has been operating for 13 years. Managing $7.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$7.1M AVG AUM / ADVISOR
$187.5K AVG AUM / CLIENT
6.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
Available
Services
Available
Owner & Executives
L
LARRY EUGENE CROCKER
Chairman, Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #2674217
- Ownership
- 75% or more
Available
Available
Available
K
KRISTINE DENISE CROCKER
Accountant, Secretary, TREASURER
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,123,914 | $739,056 |
| Non-Discretionary | $0 | $9,568 |
| Total | $7,123,914 | $684,344 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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