# Releve Financial Group

> 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.

- CRD: 285243
- Filed as: RELEVE FINANCIAL GROUP
- Legal name: Releve Financial Group, LLC
- Also doing business as: DAWN DAHLBY
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: June 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285243
- AdvisorCensus page: https://advisorcensus.com/firm/releve-financial-group-scottsdale-az-285243

## Quick answers

**How is Releve Financial Group compensated?**
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).

**Where is Releve Financial Group located?**
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).

**Is Releve Financial Group registered with the SEC or a state?**
Releve Financial Group is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 285243.

**How much does Releve Financial Group manage?**
Releve Financial Group reports $255,563,347 in regulatory assets under management in its Form ADV filing dated June 2, 2026 (100% discretionary).

**How have Releve Financial Group's assets and staff changed since 2021?**
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.

**What types of clients does Releve Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (234); high net worth individuals (87).

**Which custodians does Releve Financial Group use?**
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.

**Does Releve Financial Group 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/285243

**Does Releve Financial Group state an account minimum?**
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."

**What changed in Releve Financial Group's recent Form ADV filings?**
In the May 2026 filing data: Registered or notice-filed in NJ.

## From the Form ADV filing

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

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

- Account minimum: None

> There is no minimum account size and Clients are not required to have a certain amount of investment experience or sophistication.

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: $255,563,347
- Discretionary: $255,563,347
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 234 | $77,466,472 |
| High net worth individuals | 87 | $178,096,875 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2016 (9 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, FL, MN, NJ, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Woodbury, MN

### Websites listed on Form ADV (Item 1.I)
- dawndahlby.com
- relevefinancialgroup.com
- Facebook @dawndahlby
- Instagram @dawndahlby
- LinkedIn @dawn-dahlby
- TikTok @dawndahlby
- X @dawndahlby
- YouTube @UC-sOz5U2HbLpSbMkc4CAvqA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $199,729,626 | 7 | May 20, 2021 |
| October 2022 | $226,781,027 | 7 | July 21, 2022 |
| October 2023 | $146,982,526 | 8 | July 11, 2023 |
| October 2024 | $186,610,722 | 8 | April 8, 2024 |
| October 2025 | $222,763,182 | 8 | July 30, 2025 |
| October 2026 | $255,563,347 | 7 | June 2, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- Registered or notice-filed in NJ.

### March 2026
- 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%).

### January 2026
- No longer registered or notice-filed in PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Releve Financial Group (CRD 285243): Form ADV filing data as of October 2026.