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RELYON FINANCIAL ADVISORS, LLC
CRD 269934
12951 HUEBNER RD STE 780322, SAN ANTONIO, TX, 78230, United States
Phone
682-626-6082
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$23.5M
Discretionary AUM
$23.0M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $1.0M |
| High net worth individuals | 14 | $22.5M |
All web addresses on file
Official SEC filing: View on IAPD