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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-19-2010
- Office Locations
- 3
Office Locations
About Retirement Management Systems
Retirement Management Systems is a privately owned SEC-registered RIA focused on employer-sponsored defined-contribution accounts. Through its flagship asset-allocation and rebalancing program, it helps financial advisors and their clients manage 401(k), 403(b), 457, and similar plans with disciplined portfolio oversight and a rigorous back-office trading operation, aligning workplace retirement accounts with the client’s broader wealth and retirement strategy.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOSEPH MICHAEL SCARBOROUGH
Advisor, Chief Compliance Officer, Chief Executive Officer, DIRECTOR
- CRD
- #1011773
- Ownership
- 75% or more
JOHN MARTIN BLAMPHIN
Advisor, DIRECTOR OF OPERATIONS
- CRD
- #4565896
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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DEBRA ADAIR ROSENTHAL-RITTER
Financial Advisor
- CRD
- #1286796
Matthew Turner Scarborough
Financial Advisor, General Partner
- CRD
- #7191345
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,886,716,918 | $421,896 |
| Non-Discretionary | $0 | -- |
| Total | $1,886,716,918 | $421,896 |
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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 |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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