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THE PENSION GROUP

DUBLIN, OH · CRD 293819 · IAPD ↗ · thepensiongroup.com · 614-423-4600

$182.4MRegulatory AUM
3Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — THE PENSION GROUP reported RAUM up 28% ($142.0M -> $182.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
April 2025 — THE PENSION GROUP (DUBLIN, OH) is newly SEC-registered with $142.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.