RELIANT INVESTMENT PARTNERS, LLC

RIASEC RegisteredEst. 2018
Total AUM
$268M
Discretionary
$268M
100% of AUM
Avg account
$244K
Accounts
1,101
Employees
6
Advisory reps
3

Firm details

Headquarters
PINEHURST, North Carolina
CRD number
297369
Registered since
June 28, 2018
Custodians
RAYMOND JAMES & ASSOCIATES, INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI50.33%
  • Individuals36.67%
  • Charitable Organizations12.61%
  • Pension & Profit Sharing Plans0.2%
  • Corporations / Businesses0.19%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Reliant Investment Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2018. The firm serves both individual and family clients as well as institutional clients, with primary advisory work centered on financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage of assets under management alongside hourly and fixed-fee engagements. Reliant Investment Partners does not market itself as an ESG investor and is not positioned as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 54%, Public Funds/Mutual Funds 26%, Cash & Cash Equivalents 18%, Investment Grade Corp Bonds 1%, Other 1%54%
  • Exchange Traded Equities54%
  • Public Funds/Mutual Funds26%
  • Cash & Cash Equivalents18%
  • Investment Grade Corp Bonds1%
  • Other1%

Owners & executives

1 of 1
  • JOHN HUTCHINSON

    Founder and CEOCRD 2822638

Contacts

2 of 2
  • ROBERT WAGLER

    OwnerCRD 5619708

  • Lorin Wagler

    Investment Advisor RepresentativeCRD 7711607

Wealth teams

FINTRX

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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ETF holdings

1 of 38

Active vs passive

$32.6M in ETFs

Passive

93%

$30.3M

Active

1%

$2.4M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$6.7M11,26620.62%

Location

Primary office

PINEHURST, NC

MOORE

Location

PINEHURST, NC

Headquartered in PINEHURST, NC, anchoring the Fayetteville-Sanford-Lumberton, NC metro in the South.

Metro area
Fayetteville-Sanford-Lumberton, NC
Region
South
County
MOORE
Address
293 Olmsted Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth