Reliant Investment Management, LLC

RIASEC RegisteredEst. 2001
Total AUM
$1.5B
Discretionary
$1.5B
99% of AUM
Avg account
$2.6M
Accounts
557
Employees
12
Advisory reps
9

Firm details

Headquarters
Memphis, Tennessee
CRD number
111220
Registered since
March 26, 2001
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 formed in 2001 and organized as an LLC. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, and institutions. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Reliant is not positioned as a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: US Government Bonds 47%, Exchange Traded Equities 17%, Investment Grade Corp Bonds 15%, Cash & Cash Equivalents 8%, Public Funds/Mutual Funds 7%, State & Local Bonds 6%47%
  • US Government Bonds47%
  • Exchange Traded Equities17%
  • Investment Grade Corp Bonds15%
  • Cash & Cash Equivalents8%
  • Public Funds/Mutual Funds7%

Contacts

3 of 9
  • Susan Huffman

    Susan Huffman

    Founder and PrincipalCRD 2033809

  • Hugh Walmsley

    Hugh Walmsley

    Portfolio StrategistCRD 4775562

  • Lon Magness

    Lon Magness

    PrincipalCRD 4348335

Unlock 6 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Memphis, TN

Shelby

Location

Memphis, TN

Headquartered in Memphis, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.

Metro area
Memphis-Forrest City, TN-MS-AR
Region
South
County
Shelby
Address
1715 Aaron Brenner Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth