Relativity Capital Advisors, LLC

Relativity Capital Advisors provides fee-only portfolio management and financial planning to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and business entities. The firm manages roughly $22.8 million across about 95 client relationships through a small advisory team and generally requires an account minimum (typically around $250,000, with exceptions considered).

The firm combines technical and fundamental analysis to construct portfolios, pairing core longer‑term positions with shorter‑term trend trades; the brochure notes the use of options, hedging vehicles and inverse funds and that some securities may be sold within 30 days of purchase. Accounts may be managed on a discretionary or non‑discretionary basis and are reviewed regularly to monitor alignment with investment objectives and risk tolerances.

Noteworthy distinctions include documented custody and execution relationships with multiple custodians (Schwab, Fidelity and Interactive Brokers), with Interactive Brokers used for automated fee billing and institutional trading access that supports the firm’s implementation. The advisory team holds advanced technical and planning credentials (including CMT, CFP and CFS), and the brochure discloses a performance‑fee option while also indicating the firm does not currently manage accounts charged performance‑based fees.