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Relevance Capital Management

Updated today

Client assets under management

$493,558,798

Clients

279

51% high-net worth

Advisors

4

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

70

High

Average account size

$1,769,028

About

Relevance Capital Management provides discretionary investment management along with stand‑alone or integrated financial planning and consulting primarily to individual clients, including both high‑net‑worth and non‑HNW households. The firm manages approximately $496 million for roughly 279 clients and documents relationships through written agreements.

RCM pursues a dividend‑oriented equity strategy, typically holding 30–40 direct positions chosen through fundamental and cyclical analysis, and complements equity allocations with fixed‑income, cash, ETFs, mutual funds, and interval funds based on client risk tolerance and liquidity needs. Portfolios are managed on a discretionary basis and the firm generally expects clients to have around $1 million to place under management, although that requirement is negotiable.

Compared with many peers, RCM makes limited use of derivatives — including options in separately managed accounts — as part of its investment toolkit, a practice that is relatively uncommon among similar team advisers. The firm also employs liquidity‑constrained vehicles such as interval funds and does not vote client proxies, leaving proxy materials to be delivered directly to clients.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Retirement income strategy Social Security optimization Medicare planning Annuities

Occupation focus

Retired Founder/Business Owner

Fee options

Fixed

$2,500 to $10,000 (negotiable fixed fee)

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually

Project-based

$100 to $400 per hour (negotiable)

Other

Account minimum: $1,000,000

Main office location

Relevance Capital Management

2556 Lillian Miller Parkway, Suite 105

Denton TX 76210-7207, United States

Number of offices

2

Most active in

California · Colorado · Louisiana · New Hampshire · Oklahoma · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Casey R

CFP®, CFA®, Series 65

Denton, TX

Relevance Capital Management

Casey Rench is a CFP®, CFA®, and Series 65 credentialed advisor with 12 years of industry experience. He has been with Rench Wealth Management, Inc. since 2013. Rench is based in Denton, TX and is part of a four-advisor team at Relevance Capital Management. Relevance Capital Management provides discretionary investment management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm emphasizes equity allocations focused on dividend-paying large-cap companies and uses fundamental and cyclical analysis for security selection, managing all client assets on a discretionary basis with a small advisory team.

General retirement planning Retirement income strategy Social Security optimization Medicare planning Annuities Retired Founder/Business Owner
user avatar

Jordan R

Series 65

Denton, TX

Relevance Capital Management

Jordan Rench is a financial advisor at Relevance Capital Management with seven years of industry experience. He holds a Series 65 designation and has worked at Relevance Capital Management since 2018, following six years at Goldman Sachs. Relevance Capital Management provides discretionary investment management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm emphasizes equity allocations in dividend-paying companies with market capitalizations of at least $5 billion, alongside cash and fixed-income investments, and employs fundamental and cyclical analysis for security selection.

General retirement planning Retirement income strategy Social Security optimization Medicare planning Annuities Retired Founder/Business Owner
user avatar

James R

CFP®, Series 63, Series 65

Denton, TX

Relevance Capital Management

James Rench is a CFP® with 26 years of industry experience, currently serving at Relevance Capital Management in Denton, TX. He has led Rench Wealth Management, Inc. since 2011 and has worked as an independent insurance agent since 1986, though he no longer sells insurance and receives only renewal commissions. Relevance Capital Management provides discretionary investment management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm emphasizes equity allocations in dividend-paying companies and utilizes fundamental and cyclical analysis for security selection, managing all client assets on a discretionary basis with a small advisory team.

General retirement planning Retirement income strategy Social Security optimization Medicare planning Annuities Retired Founder/Business Owner
user avatar

Kelly R

Series 65

Denton, TX

Relevance Capital Management

Kelly Rench is a financial advisor at Relevance Capital Management with a Series 65 designation and three years of industry experience. Prior to joining Relevance Capital Management in 2020, Rench worked at Ryan, LLC from 2013 to 2020. Relevance Capital Management provides discretionary investment management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm emphasizes equity allocations in dividend-paying companies with large market capitalizations and employs fundamental and cyclical analysis to guide security selection.

General retirement planning Retirement income strategy Social Security optimization Medicare planning Annuities Retired Founder/Business Owner
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