Reliant Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 118615
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.32%
- Individuals5.68%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Reliant Capital Management, LLC is a small, privately owned investment adviser focused on discretionary portfolio management for individuals and small businesses. The firm’s stated fee model is a percentage of assets under management, and its client work centers on managing equity-centric portfolios. Reliant reports no active engagement with ESG strategies and is not organized as a multistate adviser. Investment activity shows a clear equity preference, with manager allocations that favor exchange-traded instruments and complementary use of mutual funds. The firm is owned by an individual and operates in a traditional adviser capacity rather than as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- Cash & Cash Equivalents18%
Contacts
1 of 1Thomas Hurford
PrincipalCRD 1302210
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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