RELEVANCE CAPITAL MANAGEMENT

Overview

Relevance Capital Management is an independent registered investment adviser that has been SEC-registered since 2012 and is owned by an individual. The firm serves primarily individual and family clients, offering fee arrangements that include a percentage of assets under management as well as hourly and fixed-fee engagements. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or a capital allocator. Relevance Capital shows an explicit preference for equities in its public filings and places portfolio implementation through discretionary SMAs and pooled vehicles consistent with a boutique RIA focused on personalized wealth management rather than institutional fund management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices