Relevance Capital Management

Overview

Relevance Capital Management is an independent registered investment adviser formed in 2012 and organized as a corporation with individual ownership. Its client focus is individuals and families; the firm provides financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients. Compensation is flexible and includes percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The adviser does not position itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. Investment activity is skewed toward public equities and exchange-traded instruments, consistent with the firm's stated asset preference. The ADV and snapshot data indicate discretionary portfolio management is the core offering, with custodial relationships concentrated at a single large custodian.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices