other names
  • RETIREFUL LLC
  • MOHR CAPITAL MANAGEMENT LLC
  • MOHR CAPITAL MANAGEMENT

Adviser Profile

As of Date 01/25/2026
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 2 -33%
of those in investment advisory functions 2
Registration SEC, Approved, 07/29/2021
Other registrations (1)
Former registrations

RETIREFUL LLC

AUM* 227,558,670 -7%
of that, discretionary 83,790,217 -66%
Private Fund GAV* 0
Avg Account Size 28,444,834 -30%
SMA’s No
Private Funds 0
Contact Info 866 xxxxxxx
Websites

Client Types

- Investment companies
- Pooled investment vehicles

Advisory Activities

- Portfolio management for investment companies
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

834M 715M 596M 477M 357M 238M 119M
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker46137V357 Stock NameINVESCO EXCHANGE TRADED FD T $ Position$8,470,133 % Position11.00% $ Change # Change
Stck Ticker78462F103 Stock NameSPDR S&P 500 ETF TR $ Position$4,297,935 % Position5.00% $ Change-62.00% # Change-63.00%
Stck Ticker81369Y886 Stock NameSELECT SECTOR SPDR TR $ Position$2,109,937 % Position3.00% $ Change # Change
Stck Ticker81369Y852 Stock NameSELECT SECTOR SPDR TR $ Position$2,129,811 % Position3.00% $ Change-1.00% # Change-1.00%
Stck Ticker92204A405 Stock NameVANGUARD WORLD FD $ Position$2,104,522 % Position3.00% $ Change-3.00% # Change-5.00%
Stck Ticker92204A702 Stock NameVANGUARD WORLD FD $ Position$2,084,078 % Position3.00% $ Change-5.00% # Change-7.00%
Stck Ticker78468R663 Stock NameSPDR SERIES TRUST $ Position$1,367,443 % Position2.00% $ Change-62.00% # Change-61.00%
Stck Ticker958102105 Stock NameWESTERN DIGITAL CORP $ Position$1,497,214 % Position2.00% $ Change45.00% # Change-1.00%
Stck Ticker922908553 Stock NameVANGUARD INDEX FDS $ Position$1,917,427 % Position2.00% $ Change # Change
Stck Ticker876030107 Stock NameTAPESTRY INC $ Position$1,284,938 % Position2.00% $ Change13.00% # Change-1.00%

Brochure Summary