Relentless Returns
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$19,535
Clients
6
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
Very LowAverage account size
$3,256
About
Relentless Returns delivers automated, internet-based portfolio management to individual clients through a digital robo-advisory platform, offering discretionary, model-driven asset allocation and an FDIC-insured High Yield Cash sweep via Alpaca Securities. The firm also sponsors and manages a wrap-fee program that combines advisory, execution, custody and reporting into a single bundled fee.
The firm’s investment approach centers on a proprietary research process that blends quantitative methods (charting, technical and cyclical analysis, modern portfolio theory) with human oversight to construct similarly managed model portfolios across equities, ETFs, fixed income and cash; it may employ long-term and short-term trading and short sales. Accounts are allocated from client suitability inputs, rebalanced automatically at RR’s discretion, and custodied at Alpaca Securities with clients required to use that custodian.
Distinctive for a very small advisory practice (one advisor, roughly $19,535 in AUM and six clients), RR’s combination of an internet-first robo model and its role as wrap program sponsor is uncommon among peers. The firm’s disclosures describe a focus on pursuing outperformance via its proprietary process and note performance-oriented marketing content (including hypothetical/performance presentations and testimonial/endorsement materials) that prospective clients should review alongside the firm’s stated risks and methodologies.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
$1,000+: 2.00%
Account minimum: $1,000 Fee-only: Fee-only advisory services with no commissions or performance fees
Main office location
Relentless Returns
1000 Brickell Ave, Ste 715 Pmb 1886
Miami FL 33131, United States
Number of offices
1
Most active in
Relentless Returns has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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