Relevance Capital Management
Relevance Capital Management is an SEC-registered wealth manager in Denton, TX with $495.9M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Relevance Capital Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 159983, SEC 801-72962, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $495.9M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Denton, TX
- Employees
- 5
- Clients
- 279
- CRD
- 159983
- Ownership
- RENCH, JAMES, ALLEN; RENCH, SHELLEY, ANN; RENCH, CASEY, ALLEN
How much AUM does Relevance Capital Management have?
Relevance Capital Management reported $495.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Relevance Capital Management?
Disclosed owners and executives of Relevance Capital Management include RENCH, JAMES, ALLEN, RENCH, SHELLEY, ANN, RENCH, CASEY, ALLEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.