Jennifer Lackey
Relativity Capital Advisors · Greensboro, Georgia
Jennifer Lackey is a fee-only financial advisor at Relativity Capital Advisors in Greensboro, Georgia. Jennifer focuses on retirement planning. Relativity Capital Advisors reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Relativity Capital Advisors |
|---|---|
| Based in | Greensboro, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Fees (firm's website) | A $500,000 asset minimum |
| Assets under management | $22.8M across 195 accounts |
| SEC registration | Investment adviser representative in GA · CRD 4509737 |
| Exams passed | Series 66 (2002) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | relativitycap.com |
| Profile |
How Jennifer's firm compares
- Relativity Capital Advisors's average account is about $117,000, from its Form ADV (assets managed divided by 195 accounts).
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Questions about Jennifer
Is Jennifer Lackey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and Relativity Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jennifer charge for financial advice?
Jennifer's firm, Relativity Capital Advisors, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
How much does Jennifer charge?
According to Relativity Capital Advisors's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Jennifer Lackey based?
Jennifer Lackey is based in Greensboro, Georgia.
What does Jennifer specialize in?
Jennifer's specialties include retirement planning. Jennifer works with pre-retirees and retirees.
Is Jennifer Lackey registered with the SEC?
Yes. Jennifer Lackey is registered as an investment adviser representative in GA (CRD 4509737), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Relativity Capital Advisors manage?
Relativity Capital Advisors reports $22.8M across 195 accounts in assets under management.
How do I contact Jennifer Lackey?
Through Jennifer's website, relativitycap.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Relativity Capital Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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