RELYON FINANCIAL ADVISORS, LLC

RELYON FINANCIAL ADVISORS, LLC of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 269934). Regulatory assets under management: $23.5M.

Registration

• CRD: 269934
• Type: Registered investment adviser
• Location: 12951 HUEBNER RD STE 780322, SAN ANTONIO, TX, 78230
• Phone: 682-626-6082
• Latest filing: 2026-06-17
• Regulatory AUM: $23.5M
• Discretionary AUM: $23.0M
• Non-discretionary AUM: $500K
• Clients: 1
• Accounts: 19

Business model

Compensation: % of AUM, Hourly, Fixed.

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 269934 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search