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Retirement Advisors, Inc.

● SEC registered since 2018CRD 122122SEC# 801-112649Mobile, AL
Export (members)
Reg. AUM
$159.6M
Employees
3
Accounts
404
Location
Mobile, AL

Retirement Advisors, Inc. assets under management

Retirement Advisors, Inc. operates as an SEC-registered investment adviser based in Mobile, AL. The firm has been registered since 2018. It reports $159.6 million in regulatory assets under management and employs 3 people.

Retirement Advisors, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Stephen Michael Haidt ControlPresident, Chief Compliance OfficerOver 75%1996

Frequently asked questions

How much does Retirement Advisors, Inc. manage?

Retirement Advisors, Inc. reports $159.6 million in regulatory assets under management on its Form ADV.

How many employees does Retirement Advisors, Inc. have?

Retirement Advisors, Inc. reports 3 employees.

Where is Retirement Advisors, Inc. located?

Retirement Advisors, Inc. is based in Mobile, AL and has been SEC-registered since 2018.

Does Retirement Advisors, Inc. disclose fund performance?

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

Contact & registration

Address1009 Downtowner Blvd, Mobile, AL 36609
Phone251-344-0707
Fax251-343-7420
Office hours8:00 - 4:00
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$159.6M▲ 7%
Feb '25 — $148.6MMar '25 — $148.6MApr '25 — $148.6MMay '25 — $148.6MJun '25 — $148.6MJul '25 — $148.6MAug '25 — $148.6MSep '25 — $148.6MOct '25 — $148.6MNov '25 — $148.6MDec '25 — $148.6MJan '26 — $148.6MFeb '26 — $159.6MMar '26 — $159.6MApr '26 — $159.6MMay '26 — $159.6MJun '26 — $159.6M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$159.6Mregulatory AUM
Discretionary $156.9MNon-discretionary $2.7M