Relevance Capital Management is an SEC registered investment adviser organized as a corporation with a primary office location in Denton, TX. Its latest Form ADV filing, dated March 30, 2026, reports $496M in regulatory assets under management, 5 employees, 1 office, and 280 accounts.
Assets Under Management
$496M
Employees
5
Offices
1 office
Total Clients
279
Primary office
DENTON, TX
2556 LILLIAN MILLER PARKWAY, SUITE 105, DENTON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.3% of total clients.
Top client categories% of clientsClients
1
HNWI
51.3%
143
2
Individuals
48.7%
136
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$496Mas of March 30, 2026
Discretionary100.0%
$496M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$496M
Total Accounts280
10Y AUM Change+$287M (+137.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee56:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.