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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-24-2022
- Office Locations
- 1
Office Locations
About Retirement Capital Services LLC
Retirement Capital Services LLC delivers client-first, planning-led wealth management for retirees and business owners, including asset protection, estate and retirement planning, and tax-aware strategies. The firm takes a product-agnostic approach with risk-capacity analysis and implements portfolios primarily with ETFs, custodied at Charles Schwab. Differentiators include a 3-bucket wealth framework and proprietary debt-elimination software.
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Investment Themes
Investment Vehicles
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Owner & Executives
KENNETH BRIAN SCHRAUBEN
Chief Compliance Officer, Financial Professional, Managing Member
- CRD
- #6174126
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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