RELYON FINANCIAL ADVISORS, LLC

Overview

Relyon Financial Advisors, LLC is an independent registered investment adviser focused on serving individual and family clients with fee-based financial planning and portfolio management. The firm favors equity exposure: its filings show a clear preference for exchange-traded equities as the primary vehicle for client portfolios. Relyon charges a mix of percentage-of-AUM fees along with hourly and fixed fees, which fits a hybrid advisory model that combines ongoing portfolio management with project-based planning work. The adviser is not positioned as a capital allocator or multi-state adviser and does not identify as an active ESG investor. Given its client base and service set — financial planning and portfolio management for individuals and small businesses — the firm appears to emphasize straightforward, liquid investment solutions with selective use of third-party alternative managers rather than running proprietary funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices