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Kelly Lynn Rench

Relevance Capital Management

Denton, TX

CRD 7516189

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Employer firm

Relevance Capital Management CRD 159983

$496M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Relevance Capital Management

2556 Lillian Miller Parkway Suite 105, Denton, TX 76210-7207 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-05-23
  • TX RA
    APPROVED
    Since 2022-05-23

Branch Locations

2556 Lillian Miller Parkway Suite 105, Denton, TX 76210-7207 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Relevance Capital Management Denton TX 01/2020 Present
Ryan, Llc Houston TX 06/2013 01/2020
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-21
  • S65 Uniform Investment Adviser Law Examination
    2022-05-21

View on SEC IAPD

Nearby Firms

WELLS FARGO CLEARING SERVICES, LLC
BOGGS WALLACE WEALTH PARTNERS LLC
CULTIVAR CAPITAL, INC.

Nearby Investors

DEREK E JETT
STEVEN LAWRENCE MARTINEZ
MARK MICHAEL CAPUTO

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · DENTON, TX
BOGGS WALLACE WEALTH PARTNERS LLC · DENTON, TX
CULTIVAR CAPITAL, INC. · DENTON, TX

More in Denton, TX

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