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Retirement Portfolios, LLC

● SEC registered since 2025CRD 330289SEC# 801-131708Lawrence, KS
Export (members)
Reg. AUM
$290M
Employees
2
Accounts
253
Location
Lawrence, KS

Retirement Portfolios, LLC assets under management

Retirement Portfolios, LLC is an investment advisory firm registered with the SEC based in Lawrence, KS. The firm has been registered since 2025. It reports $290 million in regulatory assets under management and employs 2 people.

Retirement Portfolios, LLC owners & executives

1 reported
NameTitleOwnershipSince
Ryan Wayne Shumaker ControlManaging Member & CcoOver 75%2024

Frequently asked questions

How much does Retirement Portfolios, LLC manage?

Retirement Portfolios, LLC reports $290 million in regulatory assets under management on its Form ADV.

How many employees does Retirement Portfolios, LLC have?

Retirement Portfolios, LLC reports 2 employees.

Where is Retirement Portfolios, LLC located?

Retirement Portfolios, LLC is based in Lawrence, KS and has been SEC-registered since 2025.

Does Retirement Portfolios, LLC disclose fund performance?

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

Contact & registration

Address1429 Oread W Dr #110a, Lawrence, KS 66049
Phone785-330-9292
Fax785330-9293
Office hours9-5
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Regulatory AUM

$290M▲ 90%
Jan '25 — $153MFeb '25 — $153MMar '25 — $153MApr '25 — $153MMay '25 — $153MJun '25 — $153MJul '25 — $153MAug '25 — $153MSep '25 — $153MOct '25 — $153MNov '25 — $153MDec '25 — $153MJan '26 — $153MFeb '26 — $153MMar '26 — $290MApr '26 — $290MMay '26 — $290MJun '26 — $290M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$290Mregulatory AUM
Discretionary $290M