Kelly
Rench
Relevance Capital Management
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About this Advisor
Kelly Rench is a financial advisor based in Denton, Texas who has 1 year of industry experience. Rench is currently employed by Relevance Capital Management. During their career, Rench has held roles at Relevance Capital Management, Ryan, LLC and Texas A & M University. Rench has a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Texas. Relevance Capital Management is a registered investment firm based in Denton, TX. The investment advisory business has just five people on staff. It administers $304 million in assets under management across its 251 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 251 customer accounts, 40% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors vary depending on which services the firm provides the client. Fees billed by Relevance Capital Management can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Relevance Capital Management Brokerage Details
$304,162,377
5
251
$1,211,802
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Kelly Rench Work History
Kelly has been registered as a financial advisor for 1 years.*
Relevance Capital Management
Ryan, LLC
Texas A & M University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kelly Rench to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Relevance Capital Management
Denton, TX
Denton, TX
Denton, TX
Denton, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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