RECURRING CAPITAL MANAGEMENT COMPANY, LLC

2901 Bee Caves Rd
Suite K
Austin, Texas 78746
Tel: 512-766-0676

About RECURRING CAPITAL MANAGEMENT COMPANY, LLC

RECURRING CAPITAL MANAGEMENT COMPANY, LLC, formally registered with the SEC as RECURRING CAPITAL MANAGEMENT COMPANY, LLC. The firm was established in 08/01/2023. They have over 1 offices throughout the country.

RECURRING CAPITAL MANAGEMENT COMPANY, LLC is a Austin, Texas based Financial Planning firm with nearly $218,072,345 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285114
SEC#	801-128493
Assets Managed by Firm	$218,072,345
No. of Clients	10
No. of Advisors	7

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	10	$218,072,345

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