CRD: 160761
Reliastar Capital Management, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-15-2012
- Office Locations
- 1
Office Locations
About Reliastar Capital Management, Inc.
Reliastar Capital Management is a Georgia-based RIA providing financial planning and portfolio management with an emphasis on retirement planning. The firm works with individuals, including business owners and entrepreneurs, and builds diversified allocations using ETFs, mutual funds, index strategies and fixed income, with risk management and insurance/annuity planning as needed. Custodies with Charles Schwab and offers a downloadable Retirement Planning Kit.
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
CARSON KEVIN BENNETT
INVESTMENT ADVISOR REPRESENTATIVE, President
- CRD
- #4186249
- Ownership
- 50% but less than 75%
JOHN CARSON BENNETT
Chief Compliance Officer, Founder, President
- CRD
- #4211070
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,509,094 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,509,094 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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