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Investment & Retirement Advisors, LLC

● SEC registered since 2024CRD 131741SEC# 801-130723Murfreesboro, TN
Export (members)
Reg. AUM
$138.6M
Employees
3
Accounts
584
Location
Murfreesboro, TN

Investment & Retirement Advisors, LLC assets under management

Investment & Retirement Advisors, LLC is an investment advisory firm registered with the SEC based in Murfreesboro, TN. The firm has been registered since 2024. It reports $138.6 million in regulatory assets under management and employs 3 people.

Investment & Retirement Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Michael John Hull ControlPresident & Chief Compliance OfficerOver 75%2004

Frequently asked questions

How much does Investment & Retirement Advisors, LLC manage?

Investment & Retirement Advisors, LLC reports $138.6 million in regulatory assets under management on its Form ADV.

How many employees does Investment & Retirement Advisors, LLC have?

Investment & Retirement Advisors, LLC reports 3 employees.

Where is Investment & Retirement Advisors, LLC located?

Investment & Retirement Advisors, LLC is based in Murfreesboro, TN and has been SEC-registered since 2024.

Does Investment & Retirement Advisors, LLC disclose fund performance?

Investment & Retirement Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address215a Castlewood Drive, Murfreesboro, TN 37129
Phone615 896-1181
Fax615 896-4400
Office hours9:30 a.m. To 4:30 p.m.; 8:00 a.m. - 12:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$138.6M▲ 18%
Feb '25 — $117.5MMar '25 — $117.5MApr '25 — $117.5MMay '25 — $117.5MJun '25 — $117.5MJul '25 — $117.5MAug '25 — $117.5MSep '25 — $117.5MOct '25 — $117.5MNov '25 — $117.5MDec '25 — $117.5MJan '26 — $138.6MFeb '26 — $138.6MMar '26 — $138.6MApr '26 — $138.6MMay '26 — $138.6MJun '26 — $138.6M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$138.6Mregulatory AUM
Discretionary $138.6M