RELEVANT FINANCIAL ADVISORS LLC

RELEVANT FINANCIAL ADVISORS LLC of ELKHART, IN is an SEC-registered investment adviser (CRD 174465). Regulatory assets under management: $38.6M.

Registration

• CRD: 174465
• Type: Registered investment adviser
• Location: 216 WEST HIGH STREET, ELKHART, IN, 46516
• Phone: 574-206-4454
• Latest filing: 2026-03-26
• Regulatory AUM: $38.6M
• Discretionary AUM: $38.6M
• Clients: 1
• Accounts: 74

Business model

Compensation: Fixed, Other.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174465 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search