Relativity Capital Advisors, LLC

RIASEC Registered

Total AUM

$22.8M

Discretionary

$22.8M

100% of AUM

Avg account

$117K

Accounts

195

Employees

Advisory reps

Firm details

Headquarters: Greensboro, Georgia
CRD number: 281942
Website: relativitycap.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges, Performance Based Fees
Client types: Individuals66.5%
HNWI33.5%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Relativity Capital Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing, hourly charges and, in some cases, performance-based fees. The adviser does not position itself as a capital allocator, is not an active ESG investor, and does not identify as a multi-state or pension consultant adviser.