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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2011
- Office Locations
- 1
Office Locations
About Relevance Capital Management
Relevance Capital Management is a fee-only, independent RIA in Denton, TX that provides investment management, strategic planning (its “Relevance Filter” process), and tax-efficiency guidance focused on retirement distribution decisions. The firm emphasizes transparent, practical advice and builds portfolios designed to generate a rising income stream over time, with largely ETF-based allocations and Schwab as a primary custodian.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES ALLEN RENCH
Financial Advisor, General Partner, President
- CRD
- #1702679
- Ownership
- 75% or more
CASEY ALLEN RENCH
Financial Advisor
- CRD
- #6155437
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Jordan Scott Rench
investment, strategic and tax-planning
- CRD
- #7049987
Kelly Lynn Rench
President
- CRD
- #7516189
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $495,858,047 | $1,770,922 |
| Non-Discretionary | $0 | -- |
| Total | $495,858,047 | $1,770,922 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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