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R•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

R•••••••••

RETIREMENT CAPITAL PLANNERS, LLC, CRD 298369

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Search this name across graphsid dfx:ria:66ff1d9e-e469-96bf-2932-f0f7ff02051e

Data as of Aug 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 3, 2026 to Aug 3, 2026
1 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $112MItem 5.F on the latest filing (2026-08-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $112M
Private client RAUM: $112MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J••••• D•••• S••••	Certified Financial Planner	MIDLOTHIAN, VA	7	14	4	no
J••••• P••• H•••••	n/a	Grand Rapids, MI \| MIDLOTHIAN, VA	5	15

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Relationships

Registered with (5)

← MICHAEL P CUTBIRTHAdvisorregistration: current employment
Jun 30, 2026 to presentfactForm ADV
← M•••••• W•••••• B••••Advisorregistration: current employment
Feb 26, 2024 to presentfactForm ADV
← J••••• P••• H•••••Advisorregistration: current employment
Jun 8, 2021 to presentfactForm ADV
← J••••• D•••• S••••

Dated events

Occurred
Jan 22, 2024
Advisor changed firm
Joseph Everette Roseman left Rcplanners for Simplicity Wealth (registered 2024-01-23)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:66ff1d9e-e469-96bf-2932-f0f7ff02051e
First observed: Aug 3, 2026
Last observed: Aug 3, 2026 50 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
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.