# Relevant Financial Advisors LLC

> Relevant Financial Advisors LLC is a state-registered investment advisory firm in Elkhart, IN, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 174465
- Filed as: RELEVANT FINANCIAL ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Elkhart, IN
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/174465
- AdvisorCensus page: https://advisorcensus.com/firm/relevant-financial-advisors-llc-elkhart-in-174465

## Quick answers

**How is Relevant Financial Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Relevant Financial Advisors LLC reports these compensation arrangements: fixed fees (other than subscription fees); other.

**Where is Relevant Financial Advisors LLC located?**
Relevant Financial Advisors LLC's principal office is in Elkhart, IN, according to its Form ADV.

**Is Relevant Financial Advisors LLC registered with the SEC or a state?**
Relevant Financial Advisors LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 174465.

**How much does Relevant Financial Advisors LLC manage?**
Relevant Financial Advisors LLC reports $38,564,396 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does Relevant Financial Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14); high net worth individuals (14).

**Does Relevant Financial Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/174465

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $38,564,396
- Discretionary: $38,564,396
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $6,170,073 |
| High net worth individuals | 14 | $32,394,323 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- relevantfinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Relevant Financial Advisors LLC (CRD 174465): Form ADV filing data as of October 2026.