{"@context":{"@vocab":"https://schema.org/"},"@type":"FinancialService","@id":"https://api.ai-analytics.org/adviser/139009#adviser","name":"RETIREMENT CAPITAL STRATEGIES, INC.","alternateName":"RETIREMENT CAPITAL STRATEGIES, INC.","identifier":[{"@type":"PropertyValue","propertyID":"CRD number","value":"139009"},{"@type":"PropertyValue","propertyID":"SEC file number","value":"801-70918"}],"address":{"@type":"PostalAddress","addressLocality":"SAN JOSE","addressRegion":"CA","postalCode":"95129","addressCountry":"United States"},"url":"https://www.linkedin.com/company/retirement-capital-strategies","description":"RETIREMENT CAPITAL STRATEGIES, INC. is a Registered Investment Adviser based in SAN JOSE, CA. Reports $305,157,069 in regulatory assets under management. Has 3 Form ADV Item 11 disciplinary disclosure(s).","additionalProperty":[{"@type":"PropertyValue","propertyID":"Adviser type","value":"Registered Investment Adviser"},{"@type":"PropertyValue","propertyID":"SEC status","value":"Approved"},{"@type":"PropertyValue","propertyID":"Regulatory AUM (USD)","value":305157069},{"@type":"PropertyValue","propertyID":"Number of accounts","value":627},{"@type":"PropertyValue","propertyID":"Employees","value":6},{"@type":"PropertyValue","propertyID":"Private funds managed","value":0},{"@type":"PropertyValue","propertyID":"Item 11 disclosures","value":"3 (Regulatory)"}],"sameAs":["https://adviserinfo.sec.gov/firm/summary/139009","https://reports.adviserinfo.sec.gov/reports/ADV/139009/PDF/139009.pdf"],"isAccessibleForFree":true,"license":"https://creativecommons.org/publicdomain/zero/1.0/","_source":{"data_provider":"AI Analytics","data_provider_url":"https://api.ai-analytics.org","license":"https://creativecommons.org/publicdomain/zero/1.0/","primary_source":"https://adviserinfo.sec.gov/","primary_source_dataset":"https://www.sec.gov/data-research/sec-markets-data/information-about-registered-investment-advisers-exempt-reporting-advisers","generated_at":"2026-06-28T10:54:56.425Z"}}