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Retirement Fund Management

EST. AUM
$769,733,741

CONTACTS
1

CLIENT ACCOUNTS
10

Firm Details

Metro area Atlanta
CRD Number 126573
Website rfm401k.com
Client types

Overview

Retirement Fund Management, LLC, founded in 1995 and based in Atlanta, GA, is a fee-only RIA focused on delivering retirement plan advisory and fiduciary consulting services throughout the Southeast. Led by Mark Edward McCoy, the firm serves corporate and institutional clients with a proprietary, open-architecture investment research process covering 57 asset classes. RFM manages over $700 million in non-discretionary plan assets, providing strategic support in plan structure, custodian selection, and fiduciary best practices—while remaining unbiased and conflict-free.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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