Reliant Investment Management, LLC

RIASEC Registered

Total AUM

$1.5B

Discretionary

$1.5B

99% of AUM

Avg account

$2.6M

Accounts

557

Employees

Advisory reps

Firm details

Headquarters: Memphis, Tennessee
CRD number: 111220
Registered since: March 26, 2001
Website: reliantllc.com
Custodians: U.S. BANK, N.A., CHARLES SCHWAB & CO., INC., ARGENT FINANCIAL GROUP, FEDERAL HOME LOAN BANK
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: State / Municipal Government55.51%
Individuals30.89%
Banking / Thrift Institutions8.75%
Charitable Organizations2.53%
Corporations / Businesses1.28%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Reliant Investment Management, LLC is an independent registered investment adviser structured as an LLC and owned by an individual. The firm is SEC-registered (initial registration recorded in 2001) and serves both high-net-worth individuals and institutional clients. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and larger business or institutional clients. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Reliant reports a preference for fixed-income solutions and is not identified as an active ESG investor.