Releve Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated April 9, 2026, reports $256M in regulatory assets under management, 7 employees, 5 offices, and 1,275 accounts.
Assets Under Management
$256M
Employees
7
Offices
5 offices
Total Clients
321
Primary office
SCOTTSDALE, AZ
9375 E SHEA BLVD, SUITE 100, SCOTTSDALE, AZ, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.9% of total clients.
Top client categories% of clientsClients
1
Individuals
72.9%
234
2
HNWI
27.1%
87
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$256Mas of April 9, 2026
Discretionary100.0%
$256M
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$256M
Total Accounts1,275
10Y AUM Change+$131M (+105.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee46:1
10Y Employee Change+5 (+250.0%)
* 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.