Retireright, Llc
- Regulatory AUM
- $561M
- Discretionary
- $221M
- Clients
- 500
- Avg AUM / client
- $1.1M
- Accounts
- 733
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 289 | $60.0M | 10.7% |
| High net worth individuals | 166 | $153M | 27.3% |
| Pension and profit sharing plans | 38 | $345M | 61.6% |
| Charitable organizations | 5 | $2.4M | 0.42% |
| Corporations and other businesses | 2 | $52.1K | 0.01% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Priority Envelope, Inc. 401(k) Retirement Plan Priority Envelope, Inc. | 2024 | |
| Data Business Equipment, Inc. Retirement Plan Data Business Equipment, Inc. | 2024 | |
| Tantara Transportation Corp. 401(k) Plan & Trust Tantara Transportation Corp. | Muscatine, IA | 2024 |
| Rmh Systems, Inc 401(k) Plan Rmh Systems, Inc. | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Conor Francis Delaney | Member | Dec 2018 (8y) | ≈ 6.25% – 25% via Glhc, Llc | |
| Brian Ray Ormord | Managing Member | Feb 2019 (8y) | 25% – 50% | |
| Dirk Matthew Dixon | Managing Member | Feb 2019 (8y) | 25% – 50% | |
| Henry Danforth Kinney | Managing Member & Chief Compliance Officer | Feb 2019 (8y) | 25% – 50% | |
| Kyle Lippold | Registered representative | Aug 2022 (4y) | ||
| Timothy Joseph Olejniczak | Registered representative | Apr 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Glhc, Llc | Member | Feb 2019 | A | 25% – 50% |
Estimated effective ownership (look-through of filed bands):
- Conor Francis Delaney: 25% – 50% of Glhc, Llc × 25% – 50% direct ≈ 6.25% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Priority Envelope, Inc. 401(k) Retirement Plan | Priority Envelope, Inc. | 159 | $9.8M | 01/01/2024 |
| Data Business Equipment, Inc. Retirement Plan | Data Business Equipment, Inc. | 217 | $20.7M | 01/01/2024 |
| Tantara Transportation Corp. 401(k) Plan & Trust | Tantara Transportation Corp. | 73 | — | 01/01/2024 |
| Rmh Systems, Inc 401(k) Plan | Rmh Systems, Inc. | 120 | $26.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- LPL Financial $221M (39% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗