RELATIVITY CAPITAL ADVISORS, LLC

Overview

Relativity Capital Advisors, LLC is an independent registered investment adviser focused on serving individuals and families with financial planning and portfolio management for small businesses. The firm charges a mix of percentage-of-AUM and hourly fees and manages client relationships on a discretionary basis. Investment activity shows a clear tilt toward publicly traded equities, with most assets deployed into exchange-traded securities. The adviser does not position itself as a capital allocator to third‑party private fund managers, and it does not market ESG-focused strategies. Relativity Capital structures client work around planning and ongoing portfolio oversight rather than multi-state institutional consulting. That makes the practice oriented toward direct client relationships, hands-on portfolio construction, and implementation through retail custodians.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices