RIA Intel›Advisers›Michigan›RELIANCE CAPITAL HOLDINGS, LLC

RELIANCE CAPITAL HOLDINGS, LLC

Advisory

SOUTHFIELD, MI

Data as of Aug 23, 2023 · Source: SEC Form ADV

Average account

$140K

across 35 accounts

Source: SEC Form ADV. Figures as filed Aug 23, 2023.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$4M

Non-Discretionary AUM$900K

Discretionary %81.6%

Total Clients35

Team

Total Employees1

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

35 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in MI

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

COLLOQUIUM ASSET MANAGEMENT, INC.

$5M

GOLDEN GOOSE WEALTH PLANNING, LLC

$5M

RETIREMENT & INVESTMENT PLANNING, INC.

$5M

HANNA CAPITAL LLC

$5M

DV KILL ADVISORY SERVICES, LLC

$5M

SCHULTZ INVESTMENT ADVISORS, INC.

WILLIAMSTON, MI

$5M

Get the full picture on RELIANCE CAPITAL HOLDINGS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track RELIANCE CAPITAL HOLDINGS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans