SourcingSourcing

RETIREMENT RESOURCES, LLC

A68
CRD 151889·SEC 801-114202·AUBURN HILLS, MI
AUM
$166.1M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$498K
@ 30% margin
Est. Deal Value
$4.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RETIREMENT RESOURCES, LLC
CRD
151889
SEC file #
801-114202
EIN
—
DBA names
—

Economics

AUM
$166.1M
AUM band
$100M-$500M
AUM trajectory
'20'26
$112.1M → $166.1M▲ +48%
Client mix
Individuals Other356
Individuals High Net Worth35

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
AUBURN HILLS MI
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersPublication of periodicals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/04/2026
ADV-W filed at
—
Website
theretirementresourcegroup.org

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BOIKE, DAVID, MARTIN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
BOIKE, DAVID, MARTIN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
136,455
Form 5500 Compensation Trajectory 3y
2025136,455
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
136,455
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
E*trade4
Fidelity2
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
1034000
Trust Company Affiliate
No

People (4)

4
BOIKE, DAVID, MARTIN
IAR · Direct Owner · 87.5%
1034000
DANIEL WAYNE CHAPMAN
IAR
6120002
DAVID JAMES BOIKE
IAR
5422247
Jacob Corey
IAR
8157598