Reliant Capital Management, LLC

RIASEC Registered
Total AUM
$8.8M
Discretionary
$8.8M
100% of AUM
Avg account
$735K
Accounts
12
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 82%, Cash & Cash Equivalents 18%82%
  • Exchange Traded Equities82%
  • Cash & Cash Equivalents18%

Contacts

1 of 1
  • Thomas Hurford

    PrincipalCRD 1302210

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth