RIA Intel›Advisers›Texas›RELYON FINANCIAL ADVISORS, LLC

RELYON FINANCIAL ADVISORS, LLC

Advisory

SAN ANTONIO, TX

Data as of Jun 17, 2026 · Source: SEC Form ADV

Rank in TX

#2,075

of 2,813 advisers by AUM

Average account

$1M

across 19 accounts

AUM per adviser

$24M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 17, 2026.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$24M

Discretionary AUM$23M

Non-Discretionary AUM$500K

Discretionary %97.9%

Total Clients19

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

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

19 clients

14 high-net-worth

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

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

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