{
  "crd_number": 285243,
  "slug": "releve-financial-group-scottsdale-az-285243",
  "primary_business_name": "RELEVE FINANCIAL GROUP",
  "legal_name": "RELEVE FINANCIAL GROUP, LLC",
  "dbas": [
    "DAWN DAHLBY"
  ],
  "city": "Scottsdale",
  "state": "AZ",
  "country": "United States",
  "cbsa_code": "38060",
  "metro": {
    "cbsa_code": "38060",
    "common_name": "Phoenix",
    "msa_name": "Phoenix-Mesa-Chandler, AZ",
    "path": "/advisors/az/phoenix"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-11-04",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-06-02",
  "carried_forward": false,
  "raum_total": 255563347.0,
  "raum_discretionary": 255563347.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 77466472.0,
      "count": 234
    },
    "high_net_worth_individuals": {
      "raum": 178096875.0,
      "count": 87
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "MN",
    "NJ",
    "TX",
    "WI"
  ],
  "websites": [
    "https://dawndahlby.com",
    "https://facebook.com/dawndahlby",
    "https://instagram.com/dawndahlby",
    "https://linkedin.com/in/dawn-dahlby",
    "https://relevefinancialgroup.com",
    "https://tiktok.com/@dawndahlby",
    "https://twitter.com/dawndahlby",
    "https://youtube.com/channel/UC-sOz5U2HbLpSbMkc4CAvqA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285243",
  "city_as_filed": "SCOTTSDALE",
  "url": "https://advisorcensus.com/firm/releve-financial-group-scottsdale-az-285243",
  "display_name": "Releve Financial Group",
  "summary": "Releve Financial Group is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 2, 2026.",
  "citation": "AdvisorCensus. Releve Financial Group (CRD 285243): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Releve Financial Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Releve Financial Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Releve Financial Group located?",
      "a": "Releve Financial Group's principal office is in Scottsdale, AZ, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Releve Financial Group registered with the SEC or a state?",
      "a": "Releve Financial Group is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 285243."
    },
    {
      "q": "How much does Releve Financial Group manage?",
      "a": "Releve Financial Group reports $255,563,347 in regulatory assets under management in its Form ADV filing dated June 2, 2026 (100% discretionary)."
    },
    {
      "q": "How have Releve Financial Group's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Releve Financial Group: Regulatory assets under management: $199,729,626 in the October 2021 data and $255,563,347 in the October 2026 data, up 28%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Releve Financial Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (234); high net worth individuals (87)."
    },
    {
      "q": "Which custodians does Releve Financial Group use?",
      "a": "Releve Financial Group'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."
    },
    {
      "q": "Does Releve Financial Group report any disciplinary disclosures?",
      "a": "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/285243"
    },
    {
      "q": "Does Releve Financial Group state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 2, 2026 says: \"There is no minimum account size and Clients are not required to have a certain amount of investment experience or sophistication.\""
    },
    {
      "q": "What changed in Releve Financial Group's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Registered or notice-filed in NJ."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 199729626.0,
      "total_employees": 7,
      "filing_date": "2021-05-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 226781027.0,
      "total_employees": 7,
      "filing_date": "2022-07-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 146982526.0,
      "total_employees": 8,
      "filing_date": "2023-07-11"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 186610722.0,
      "total_employees": 8,
      "filing_date": "2024-04-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 222763182.0,
      "total_employees": 8,
      "filing_date": "2025-07-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 255563347.0,
      "total_employees": 7,
      "filing_date": "2026-06-02"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Registered or notice-filed in NJ."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "No longer lists the business name Dawn Dalhby.",
        "Added the business name Dawn Dahlby.",
        "Employees performing advisory functions went from 5 to 4.",
        "Regulatory assets under management went from $222,763,182 to $255,563,347 (+15%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in PA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 2, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no minimum account size and Clients are not required to have a certain amount of investment experience or sophistication."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "There is no minimum account size and Clients are not required to have a certain amount of investment experience or sophistication."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/releve-financial-group-scottsdale-az-285243.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 234,
      "fewer_than_5": false,
      "raum": 77466472.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 87,
      "fewer_than_5": false,
      "raum": 178096875.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285243",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}