Hauser Retirement Solutions 2 LLC
● SEC registered since 2019CRD 299959SEC# 801-117147Cincinnati, OH
Reg. AUM
$1.21B
Employees
5
Accounts
76
Location
Cincinnati, OH
Hauser Retirement Solutions 2 LLC assets under management
Hauser Retirement Solutions 2 LLC is a registered investment adviser overseen by the SEC based in Cincinnati, OH. The firm has been registered since 2019. It reports $1.2 billion in regulatory assets under management and employs 5 people.
Hauser Retirement Solutions 2 LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew S Warning | Chief Compliance Officer | Under 5% | 2020 |
| Hauser, Inc. | Member | Over 75% | 2018 |
| Jessica Elizabeth Singer Control | Managing Director | Under 5% | 2024 |
| Mark John Hauser Control | Chairman | Under 5% | 2018 |
| Mark Hauser, Trustee of the Arthur Eric Hauser Irrevocable Trust | Trust | — | 2012 |
| Mark Hauser, Trustee of the Katheryn Grace Hauser Irrevocable Trust | Trust | — | 2012 |
| Mark Hauser, Trustee of the Melissa Jane Hauser Irrevocable Trust | Trust | — | 2012 |
| Mark Hauser, Trustee of the Nicole Wells Hauser Irrevocable Trust | Trust | — | 2012 |
| Mark John Hauser Control | Individual | 50-75% | 1995 |
Frequently asked questions
How much does Hauser Retirement Solutions 2 LLC manage?
Hauser Retirement Solutions 2 LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Hauser Retirement Solutions 2 LLC have?
Hauser Retirement Solutions 2 LLC reports 5 employees.
Where is Hauser Retirement Solutions 2 LLC located?
Hauser Retirement Solutions 2 LLC is based in Cincinnati, OH and has been SEC-registered since 2019.
Does Hauser Retirement Solutions 2 LLC disclose fund performance?
Hauser Retirement Solutions 2 LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5905 E Galbraith Rd, Suite 9000, Cincinnati, OH 45236 |
| Phone | 513-745-9200 |
| Fax | 513-984-7092 |
| Office hours | 8 a.m. To 5 p.m. Est |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.21B▲ 26%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$1.21Bregulatory AUM
Discretionary $0Non-discretionary $1.21B