R
$23.5M Total AUM
$23.0M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
10 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-13-2015
- Office Locations
- 1
Office Locations
12951 Huebner RD STE 780322 SAN Antonio TX
About Relyon Financial Advisors, LLC
Relyon Financial Advisors, LLC is a San Antonio-based retail advisory firm serving entrepreneurs with financial planning, including tax and estate planning, insurance/life insurance guidance, and ongoing portfolio management. The firm emphasizes risk-managed asset allocation and portfolio construction, and its SMA assets are implemented entirely with ETFs.
Team overview
-- AVG AGE
$23.5M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
11 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
QING SELBY
Financial Advisor, Manager
- CRD
- #6334135
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,000,000 | -- |
| Non-Discretionary | $500,000 | -- |
| Total | $23,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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