RELIASTAR CAPITAL MANAGEMENT, INC.
Firm details
- Headquarters
- DAWSONVILLE, Georgia
- CRD number
- 160761
- Website
- reliastarcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals60.48%
- HNWI37.3%
- Pension & Profit Sharing Plans2.22%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Reliastar Capital Management, Inc. operates as an independent registered investment adviser focused on providing fee-based financial planning and portfolio management to individuals, families and select institutional clients. The firm combines discretionary portfolio management with selection of other advisers and educational workshops, positioning itself as both a manager and a capital allocator. Reliastar favors pooled public funds as the core vehicle for client exposure—mutual funds account for the single largest slice of client assets—while retaining the ability to build discretionary portfolios and bring in third-party managers where appropriate. The adviser reports a straightforward fee structure (percentage of AUM and fixed fees) and does not classify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities42%
- Cash & Cash Equivalents7%
- State & Local Bonds1%
Contacts
2 of 2JOHN BENNETT
President & FounderCRD 4211070
CARSON BENNETT
Registered Investment AdvisorCRD 4186249
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DAWSONVILLE, GA
DAWSON
Location
DAWSONVILLE, GA
Headquartered in DAWSONVILLE, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- DAWSON
- Address
- 1100 Old Dawson Village Rd E
- Time zone
- ET (UTC-5)
- Office locations
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