Reliance Capital Holdings, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities. Services include creation of an Investment Policy Statement, ongoing portfolio supervision, and selection and monitoring of third‑party money managers.
Its investment process combines fundamental and technical analysis to build portfolios across mutual funds, equities, bonds, ETFs, REITs and insurance products, and it documents risk tolerance and objectives in client Investment Policy Statements. The firm may employ long‑ and short‑term trading, margin, short sales and options strategies, and it also directs clients to third‑party managers such as Brinker, Lockwood and Advisors Capital for outsourced management.
Notable features disclosed in the brochure include that the firm’s principal maintains separate roles as a licensed insurance agent and as an attorney, may offer insurance products and charge legal fees outside the advisory relationship, and discloses those potential conflicts to clients. The firm also requires use of its recommended custodians (including Pershing, Fidelity and Sterne Agee), does not participate in wrap fee programs, and conducts account reviews at least quarterly by the firm’s principal, which distinguishes its operating model from many small independent advisers.
Client services
Expertise
Fee options
$1 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% Above $1,000,000+: Negotiable
Insurance products sold by Eric Holmes as a licensed insurance agent; commissions apply
Financial planning hourly fee of $200, negotiable
Account minimum: $25,000 Fee-only: Financial planning hourly fees at $200/hour, negotiable
Main office
26211 Central Park Blvd, Suite 601
Southfield MI 48076
Advisors at this office
1
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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