Fee-only adviser · Denton, TX
Relevance Capital Management
Relevance Capital Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Denton, Texas. On its latest Form ADV, filed March 30, 2026, it reports $496M in regulatory assets under management, 279 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 159983 · SEC file 801-72962 |
| Office | 2556 Lillian Miller Parkway Suite 105 Denton, TX 76210 |
| Phone | (940) 387-7526 |
| Website | www.relevancecm.com |
| Regulatory assets under management | $496M |
| Individual clients | 136 non-high-net-worth, 143 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Denton
- Cultivar Capital, Inc. $375M
- Kipos Wealth $107M
- Hedgefield Wealth Management $32M
- Aesop Advisor, LLC $177K
- Piccolo Investment Consulting, LLC $110M
- Simpli-Fi Alpha LLC $4.4M
See all 10 fee-only advisers in Denton →
Nearby
- Argyle 2 firms
- Bartonville 1 firm
- Little Elm 1 firm
- Flower Mound 6 firms
- Westlake 1 firm
- Lewisville 2 firms
- The Colony 1 firm
- Southlake 15 firms
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