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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-14-2016
- Office Locations
- 1
Office Locations
About Relativity Capital Advisors, LLC
Relativity Capital Advisors is a Greensboro, GA RIA serving individuals and entrepreneurs with portfolio construction and financial planning. The firm uses a top-down, data-driven, active investment approach—its proprietary “Power Investing” analytics—to build and adjust ETF-heavy portfolios as market conditions change, supported by automated data tracking for timely decisions. Custody includes Schwab.
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Owner & Executives
JENNIFER DRIVER LACKEY
Chief Compliance Officer, Investment Advisor, PARTNER
- CRD
- #4509737
- Ownership
- 50% but less than 75%
GORDON THOMAS LACKEY JR
Founding Partner, PARTNER
- CRD
- #2553380
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,758,701 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,758,701 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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