Relativity Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$22,758,701
Total clients
95
8% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
48
Average account size
$239,565
About
Relativity Capital Advisors provides fee-only portfolio management and financial planning to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and business entities. The firm manages roughly $22.8 million across about 95 client relationships through a small advisory team and generally requires an account minimum (typically around $250,000, with exceptions considered).
The firm combines technical and fundamental analysis to construct portfolios, pairing core longer‑term positions with shorter‑term trend trades; the brochure notes the use of options, hedging vehicles and inverse funds and that some securities may be sold within 30 days of purchase. Accounts may be managed on a discretionary or non‑discretionary basis and are reviewed regularly to monitor alignment with investment objectives and risk tolerances.
Noteworthy distinctions include documented custody and execution relationships with multiple custodians (Schwab, Fidelity and Interactive Brokers), with Interactive Brokers used for automated fee billing and institutional trading access that supports the firm’s implementation. The advisory team holds advanced technical and planning credentials (including CMT, CFP and CFS), and the brochure discloses a performance‑fee option while also indicating the firm does not currently manage accounts charged performance‑based fees.
Client services
Expertise
Occupation focus
Fee options
Fixed fee up to $5,000 (clients with net worth up to $1,000,000); up to $10,000 (net worth $1,000,001 to $5,000,000); negotiable above $5,000,000
$0 - $249,999: 1.50% (Non-discretionary, Schwab) $250,000 - $499,999: 1.25% (Non-discretionary, Schwab) $500,000 - $999,999: 1.00% (Non-discretionary, Schwab) $1,000,000 - $2,999,999: 0.75% (Non-discretionary, Schwab) Above $3,000,000+: Negotiable (Non-discretionary, Schwab) $0 - $499,999: 1.75% (Discretionary, Schwab) $500,000 - $999,999: 1.50% (Discretionary, Schwab) $1,000,000 - $2,999,999: 1.25% (Discretionary, Schwab) Above $3,000,000+: Negotiable (Discretionary, Schwab) $0 - $2,999,999: 1.00% (Discretionary, Fidelity Tax Exempt Management and Base Plan) Above $3,000,000+: Negotiable (Discretionary, Fidelity) All assets+: 1.75% (Discretionary, Interactive Brokers) All assets+: 1.50% (Non-discretionary, Interactive Brokers)
$0 to $500 per hour for financial planning services
Account minimum: $250,000 Fee-only: Financial planning: Fixed fee up to $5,000 (net worth up to $1,000,000), up to $10,000 (net worth $1,000,001 to $5,000,000), negotiable above $5,000,000; Hourly fee $0 to $500 per hour
Main office location
Relativity Capital Advisors, LLC
1240 Sunset Bluff
Greensboro GA 30642, United States
Number of offices
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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