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AllocatorsInvestment consultantinvestment consultant

Retirement Consulting Group Inc

Allocators

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:8b93ea98-1aab-4d29-83ea-557d8d343fe1

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 18, 2026, 11:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

RETIREMENT CONSULTING GROUP, INC.

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Plan clients: 2Form 5500 Schedule C
Public clients: 0
Advisory clients: 2
Institutional RAUM: $337MForm ADV
Discretionary RAUM: $442M
Pension plan clients (ADV): 10
Recommended commitments: 0derived
Latest client year end: Dec 31, 2022
CRD: 311184

Plan clients

plans naming this consultant on Form 5500 Schedule C or in their own reports

Plan	Role	From	To	Current	Evidence
Mccall Companies Defined Benefit Retirement Plan	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact
Cascade Eye & Skin Centers, P.C. Cash Balance Plan	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Advised by (2)

← Cascade Eye & Skin Centers, P.C. Cash Balance PlanPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Mccall Companies Defined Benefit Retirement PlanPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:8b93ea98-1aab-4d29-83ea-557d8d343fe1
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Retirement Consulting Group Inc

Allocators

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:8b93ea98-1aab-4d29-83ea-557d8d343fe1

Plan

Role

From

Current

Evidence

Mccall Companies Defined Benefit Retirement Plan

Investment adviser

Jan 1, 2022

Dec 31, 2022

fact

Cascade Eye & Skin Centers, P.C. Cash Balance Plan

Investment adviser

Jan 1, 2022

Dec 31, 2022

fact