R Tech Advisors, Inc.
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 146541
· Woodland Hills, CA
· WWW.RTECHADVISORS.COM
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ADV data as of Mar 27, 2026
- Regulatory AUM
- $61.5M
- Discretionary
- $18.4M
- Clients
- 89
- Avg AUM / client
- $691K
- Accounts
- 81
- Employees
- 7
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 24 | $4.7M | 7.62% |
| High net worth individuals | 8 | $0 | — |
| Pension and profit sharing plans | 57 | $56.8M | 92.4% |
| Corporations and other businesses | Fewer than 5 clients | $0 | — |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nitin Laxmidas Thakkar | Registered representative | May 2008 (18y) | ||
| Vijay Kumar Ahuja | Registered representative | CFP | May 2008 (18y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.18 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
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $23.9M (39% of AUM) Mar 2026
- Great West Life And Annuity Insurance Company $18.7M (30% of AUM) Mar 2026
- Capital Group $5.5M (9% of AUM) Mar 2026
- Pcs Retirement Llc $4.2M (7% of AUM) Mar 2026
- John Hancock Retirement Services $3.1M (5% of AUM) Mar 2026
- Adp, Llc $2.5M (4% of AUM) Mar 2026
- Principal Financial $1.3M (2% of AUM) Mar 2026
- John Hancock Life Insurance Company $914K (1% of AUM) Mar 2026
- T. Rowe Price (Retirement Plan Services) $688K (1% of AUM) Mar 2026
- Voya Financial $683K (1% 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) ↗