Approach Retirement Advisors, LLC
● SEC registered since 2021CRD 166221SEC# 801-121714Birmingham, AL
Reg. AUM
$227.5M
Employees
2
Accounts
547
Location
Birmingham, AL
Approach Retirement Advisors, LLC assets under management
Approach Retirement Advisors, LLC is an investment advisory firm registered with the SEC based in Birmingham, AL. The firm has been registered since 2021. It reports $227.5 million in regulatory assets under management and employs 2 people.
Approach Retirement Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Jason McClain Control | Member | 50-75% | 2012 |
| Phillip Brittain Walker Control | Member / Chief Compliance Officer | 50-75% | 2021 |
Frequently asked questions
How much does Approach Retirement Advisors, LLC manage?
Approach Retirement Advisors, LLC reports $227.5 million in regulatory assets under management on its Form ADV.
How many employees does Approach Retirement Advisors, LLC have?
Approach Retirement Advisors, LLC reports 2 employees.
Where is Approach Retirement Advisors, LLC located?
Approach Retirement Advisors, LLC is based in Birmingham, AL and has been SEC-registered since 2021.
Does Approach Retirement Advisors, LLC disclose fund performance?
Approach Retirement Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3928 Cypress Drive, Suite 150, Birmingham, AL 35243 |
| Phone | (205) 588-8637 |
| Fax | (205) 588-8637 |
| Office hours | By Appointment |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 2106948 |
| Discloses disciplinary history | No |
Regulatory AUM
$227.5M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$227.5Mregulatory AUM
Discretionary $227.5M