RELEVE FINANCIAL GROUP

Overview

Releve Financial Group is an independent registered investment adviser organized as an LLC and SEC-registered since 2016. The firm is owner-operated and positions itself primarily as a wealth manager for individuals and families, offering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Releve also operates as an insurance broker and reports acting as a capital allocator, directing client capital to third‑party managers when appropriate. Its fee model includes both percentage-of-AUM and fixed-fee engagements. The firm does not identify as an active ESG investor in its filings and is not reported as a multi-state adviser in the snapshot data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices