Retirement Fund Management, LLC
● SEC registered since 2008CRD 126573SEC# 801-69594Atlanta, GA
Reg. AUM
$769.7M
Employees
4
Accounts
10
Location
Atlanta, GA
Retirement Fund Management, LLC assets under management
Retirement Fund Management, LLC is an investment advisory firm registered with the SEC based in Atlanta, GA. The firm has been registered since 2008. It reports $769.7 million in regulatory assets under management and employs 4 people.
Retirement Fund Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anne Bailey McCoy Control | Secretary | Under 5% | 1995 |
| Mark Edward McCoy Control | Managing Member, Chief Compliance Officer, President | Over 75% | 1995 |
Frequently asked questions
How much does Retirement Fund Management, LLC manage?
Retirement Fund Management, LLC reports $769.7 million in regulatory assets under management on its Form ADV.
How many employees does Retirement Fund Management, LLC have?
Retirement Fund Management, LLC reports 4 employees.
Where is Retirement Fund Management, LLC located?
Retirement Fund Management, LLC is based in Atlanta, GA and has been SEC-registered since 2008.
Does Retirement Fund Management, LLC disclose fund performance?
Retirement Fund Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Five Concourse Parkway, Suite 3000, Atlanta, GA 30328-7106 |
| Phone | 770-399-8803 |
| Office hours | See Section 1.L., Schedule D |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$769.7M▲ 8%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$769.7Mregulatory AUM
Discretionary $0Non-discretionary $769.7M