Reliant Investment Management, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds47%
- Exchange Traded Equities17%
- Investment Grade Corp Bonds15%
- Cash & Cash Equivalents8%
- Public Funds/Mutual Funds7%
Contacts
3 of 9Susan Huffman
Founder and PrincipalCRD 2033809

Hugh Walmsley
Portfolio StrategistCRD 4775562

Lon Magness
PrincipalCRD 4348335
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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