RELEVANCE CAPITAL MANAGEMENT
SEC RegisteredLOCAL. FEE-ONLY. INDEPENDENT.
About the firm
Relevance Capital Management is a fee-only, independent financial advisory firm staffed by experienced financial professionals. The firm employs a practical, down-to-earth approach focused on transparency, objectivity, and directness to help clients invest, manage, and maximize the efficiency of their wealth.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers three core services: dividend-focused investments aimed at building portfolios that generate a rising income stream over time; strategic financial planning through a proprietary process called The Relevance Filter that produces a targeted plan based on individual goals and objectives; and tax planning efficiency, including tailor-made withdrawal plans to maximize the after-tax value of retirement accounts, Social Security, and pension benefits.
Who they serve
Retirees and individuals seeking to manage and grow their wealth, with a particular focus on those in the distribution phase of retirement.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 136 | $51M |
| High Net Worth Individuals | 143 | $443M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $1,000,000 | 0.75% |
| Over $2,000,000 | 0.50% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RELEVANCE CAPITAL MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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