Reliance Capital Advisors, Inc. (Albuquerque)

Reliance Capital Advisors, Inc. is a large advisory firm based in Albuquerque. It manages $36.87 million of regulatory assets for 152 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Georgia, New Mexico, and Texas.

Reliance Capital Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Reliance Capital Advisors: assets under management

The assets under management (AUM) of Reliance Capital Advisors, Inc. is $36.87 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $36.87 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $242.56 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Reliance Capital Advisors, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Reliance Capital Advisors, Inc.

Anthony Alan Guthrie has been acting as President since 1 Sep 2000. Llc Fgm Holdings joined the executive team most recently as the Parent.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Joseph Flinn	President & ceo	1 Sep 2000	Other	1361343
Jarratt Graham Bennett	Vice president & managing director	1 Sep 2000	Other	18309
Ronald Denis Stallings	Secretary treasurer	1 Sep 2000	Other	4435489
Anthony Alan Guthrie	Chairman	1 Sep 2000	Other	2614043
Jerry Wayne Dawson	Board of directors	1 Sep 2000	Other	2758280
James Thomas Maxwell	Board of directors	1 Sep 2000	Other	2564870
Reliance Financial Corporation	Parent	1 Jun 2001	75% - 100%	58-2622147
Ronald William Murphy	Vice president & managing director	1 Jun 2001	Other	343417
William Bayne	Senior managing director	1 Sep 2001	Other	4297537
Ann Lerner Egan	Vice presidentmanaging director	1 Nov 2001	Other	726128
William Norman Keen	Vice president & managing director	1 Jan 2002	Other	266061
Vicki Lynn Crow	Chief compliance officer	1 Jul 2004	Other	4956093
William Bayne	Research	1 Oct 2004	Other	4297537
Thomas Andrew Crow	Managing director	1 Oct 2004	Other	4297550
Llc Fgm Holdings	Parent	1 Apr 2007	75% - 100%	20-8638884
Robert Joseph Jurek	Managing member	1 Apr 2007	Other	4569275
Raymond Floyd Green	Managing director	1 Apr 2007	Other	1236809

Based in Albuquerque

The principal office where Reliance Capital Advisors, Inc. performs its advisory services is located at 8210 Louisiana Blvd Ne, Albuquerque, NM 87113, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.