RIA Intel›Advisers›Indiana›RELEVANT FINANCIAL ADVISORS LLC

RELEVANT FINANCIAL ADVISORS LLC

Advisory

ELKHART, IN

Data as of Mar 26, 2026 · Source: SEC Form ADV

Average account

$521K

across 74 accounts

AUM per adviser

$39M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$39M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$39M

Discretionary AUM$39M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients28

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

28 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

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O'DONNELL PORTFOLIO MANAGEMENT, INC.

$39M

$39M

MWM ADVISORY GROUP, LLC

$39M

HERNDON INVESTMENT MANAGEMENT, LLC

$38M

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