# Relevance Capital Management

> Relevance Capital Management is an SEC-registered investment advisory firm in Denton, TX, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 159983
- Filed as: RELEVANCE CAPITAL MANAGEMENT
- Legal name: Rench Wealth Management, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denton, TX
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159983
- AdvisorCensus page: https://advisorcensus.com/firm/relevance-capital-management-denton-tx-159983

## Quick answers

**How is Relevance Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Relevance Capital Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Relevance Capital Management located?**
Relevance Capital Management's principal office is in Denton, TX, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Relevance Capital Management registered with the SEC or a state?**
Relevance Capital Management is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 159983.

**How much does Relevance Capital Management manage?**
Relevance Capital Management reports $495,858,047 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Relevance Capital Management's assets and staff changed since 2021?**
In the Form ADV data for Relevance Capital Management: Regulatory assets under management: $292,186,756 in the October 2021 data and $495,858,047 in the October 2026 data, up 70%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Relevance Capital Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (143); individuals (other than high net worth individuals) (136).

**Which custodians does Relevance Capital Management use?**
Relevance Capital Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Relevance Capital Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159983

**Does Relevance Capital Management state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "In order to engage us for investment advisory services, we generally require new clients to have at least $1,000,000 to place under our management; however, this requirement is negotiable at RCM’s discretion, especially in the case of family members of existing clients."

**What changed in Relevance Capital Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $442,624,100 to $495,858,047 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> In order to engage us for investment advisory services, we generally require new clients to have at least $1,000,000 to place under our management; however, this requirement is negotiable at RCM’s discretion, especially in the case of family members of existing clients.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $495,858,047
- Discretionary: $495,858,047
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 136 | $50,729,385 |
| High net worth individuals | 143 | $442,829,413 |
| Charitable organizations | Fewer than 5 | $2,299,249 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2012 (14 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, LA, NH, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Addison, TX

### Websites listed on Form ADV (Item 1.I)
- relevancecm.com
- LinkedIn @the-relevance-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $292,186,756 | 5 | March 30, 2021 |
| October 2022 | $325,115,698 | 5 | March 30, 2022 |
| October 2023 | $304,162,377 | 5 | March 30, 2023 |
| October 2024 | $372,002,941 | 5 | March 28, 2024 |
| October 2025 | $442,624,100 | 5 | March 27, 2025 |
| October 2026 | $495,858,047 | 5 | March 30, 2026 |

Regulatory assets under management: $292,186,756 in the October 2021 data and $495,858,047 in the October 2026 data, up 70%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $442,624,100 to $495,858,047 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Relevance Capital Management (CRD 159983): Form ADV filing data as of October 2026.