R
$22.8M Total AUM
$22.8M Disc. AUM
-- 3Y CAGR
1 Employees
43 ADV. Clients
24 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-31-2001
- Office Locations
- 1
Office Locations
-- Durham NC
About Reliance Financial Group, Inc.
Reliance Financial Group, Inc. is a Durham, NC RIA led by Joe Stover, CPA/PFS, providing tax-aware financial planning focused on financial independence and multigenerational wealth preservation, including estate and retirement planning, insurance, and business succession support. Portfolios emphasize asset allocation using primarily ETFs and mutual funds, with custody through Schwab/SEI and planning supported by MoneyGuide.
Team overview
-- AVG AGE
$22.8M AVG AUM / ADVISOR
$531.3K AVG AUM / CLIENT
23.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JOSEPH FRANKLIN STOVER JR.
President, PRINCIPAL
- CRD
- #4486058
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,846,538 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,846,538 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing