Relevance Capital Management's Form ADV discloses 1.00% on the first $1 million, 0.75% on the next $1 million, and 0.50% on assets above $2 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #159983), Relevance Capital Management is subject to fiduciary duty under federal law.
Relevance Capital Management is headquartered in DENTON, TX.
Relevance Capital Management serves 143 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, Relevance Capital Management offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
Relevance Capital Management manages $496 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, Relevance Capital Management serves high-net-worth individuals and institutional clients. View client details ↓