RELEVANCE CAPITAL MANAGEMENT
RENCH WEALTH MANAGEMENT, INC. Legal Name
Adviser information for RELEVANCE CAPITAL MANAGEMENT last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 264 | $372.0M |
| Non-Discretionary | 0 | $0 |
| Total | 264 | $372.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 149 | $62.5M |
| HNW Individuals | 114 | $308.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $1.4M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
2556 LILLIAN MILLER PARKWAYSUITE 105
DENTON
TX
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 940-387-7526, Fax: 940-435-7218
Chief Compliance Officer
CASEY A. RENCH
2556 LILLIAN MILLER PARKWAY
SUITE 105
DENTON
TX
United States
Tel:
940-387-7526
Fax:
940-435-7218
C****@**************M
(Full email address available in API data)
Regulatory Contact
JAMES A. RENCH
PRESIDENT
2556 LILLIAN MILLER PARKWAY
SUITE 105
DENTON
TX
United States
Tel:
940-387-7526
Fax:
940-435-7218
J****@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RENCH, JAMES, ALLEN | Individual | – | PRESIDENT | 11/2011 | > 75% |
| RENCH, SHELLEY, ANN | Individual | – | SECRETARY | 11/2011 | < 5% |
| RENCH, CASEY, ALLEN | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2015 | < 5% |