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Reliance Capital Holdings, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,900,000
Clients
35
0% high-net worth
Advisors
1
of 1 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
35
TypicalAverage account size
$140,000
About
The firm provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities. Services include creation of an Investment Policy Statement, ongoing portfolio supervision, and selection and monitoring of third‑party money managers.
Its investment process combines fundamental and technical analysis to build portfolios across mutual funds, equities, bonds, ETFs, REITs and insurance products, and it documents risk tolerance and objectives in client Investment Policy Statements. The firm may employ long‑ and short‑term trading, margin, short sales and options strategies, and it also directs clients to third‑party managers such as Brinker, Lockwood and Advisors Capital for outsourced management.
Notable features disclosed in the brochure include that the firm’s principal maintains separate roles as a licensed insurance agent and as an attorney, may offer insurance products and charge legal fees outside the advisory relationship, and discloses those potential conflicts to clients. The firm also requires use of its recommended custodians (including Pershing, Fidelity and Sterne Agee), does not participate in wrap fee programs, and conducts account reviews at least quarterly by the firm’s principal, which distinguishes its operating model from many small independent advisers.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Options & derivatives strategies
Real estate investing
Annuities
Fee options
$1 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% Above $1,000,000+: Negotiable
Insurance products sold by Eric Holmes as a licensed insurance agent; commissions apply
Financial planning hourly fee of $200, negotiable
Account minimum: $25,000 Fee-only: Financial planning hourly fees at $200/hour, negotiable
Main office location
Reliance Capital Holdings, LLC
26211 Central Park Blvd, Suite 601
Southfield MI 48076, United States
Number of offices
1
Most active in
Reliance Capital Holdings, LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
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.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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