RELIASTAR CAPITAL MANAGEMENT, INC.

RIASEC Registered
Total AUM
$33.5M
Discretionary
$33.5M
100% of AUM
Avg account
$126K
Accounts
265
Employees
3
Advisory reps
2

Firm details

Headquarters
DAWSONVILLE, Georgia
CRD number
160761
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 50%, Exchange Traded Equities 42%, Cash & Cash Equivalents 7%, State & Local Bonds 1%50%
  • Public Funds/Mutual Funds50%
  • Exchange Traded Equities42%
  • Cash & Cash Equivalents7%
  • State & Local Bonds1%

Contacts

2 of 2
  • JOHN BENNETT

    President & FounderCRD 4211070

  • CARSON BENNETT

    Registered Investment AdvisorCRD 4186249

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth