Reliance Financial Group, Inc.

Overview

Reliance Financial Group, Inc. is a small, privately owned corporate RIA that focuses on discretionary portfolio management for individuals and small businesses. The firm’s client mix includes individual and family clients as well as some institutional relationships. Its stated fee model combines percentage-of-AUM billing with flat fixed fees for certain engagements. Investment activity centers on liquid public markets with a clear preference for equities. Exchange-traded equities represent the dominant allocation, and the firm appears to implement equity exposures primarily through ETFs and other exchange-listed securities. Reliance Financial Group, Inc. is not an active ESG investor and is not organized as a multi-state adviser; their operating footprint is compact and centered on a single office.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices