Data / Investment advisers / Arizona / Releve Financial Group
Releve Financial Group, Scottsdale, AZ: $256 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Releve Financial Group is an SEC registered investment adviser with its main office in Scottsdale, Arizona and reports $256 million in regulatory assets under management in its Form ADV filed June 2, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Releve Financial Group (CRD number 285243): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 285243
- SEC file number
- 801-108540
- SEC status
- Approved, effective November 4, 2016
- Legal name
- Releve Financial Group, LLC
- Main office
- 9375 E Shea Blvd Suite 100, Scottsdale, AZ 85260
- Phone
- (612) 801-5440
- Regulatory AUM
- $255,563,347 in the Form ADV filed June 2, 2026
- Discretionary AUM
- $255,563,347
- Accounts
- 1,275
- Employees
- 7, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 5
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 2, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 87 | $178.1 million |
| Individuals (other than high net worth individuals) | 234 | $77.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $255.6 million | February 4, 2026 |
| December 1, 2025 | $222.8 million | November 12, 2025 |
Other advisers in Scottsdale
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Interwealth Management, LLC | Scottsdale | $298 million | Not listed | adviserinfo.sec.gov |
| 345 Investment Advisory, LLC | Scottsdale | $295.1 million | Not listed | adviserinfo.sec.gov |
| Faith Investor Services | Scottsdale | $279.7 million | Not listed | adviserinfo.sec.gov |
| Sage Financial Advisors Inc. | Scottsdale | $270.3 million | Not listed | adviserinfo.sec.gov |
| Corepath Wealth Partners LLC | Scottsdale | $261.2 million | Not listed | adviserinfo.sec.gov |
| Treasure Investment Management, LLC | Scottsdale | $252.7 million | Not listed | adviserinfo.sec.gov |
| Bayntree Wealth Advisors, LLC | Scottsdale | $241.1 million | Not listed | adviserinfo.sec.gov |
| R.H. Investment Group, LLC | Scottsdale | $238.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Scottsdale, AZ
- Investment advisers in Arizona
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Releve Financial Group on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.