RELIANT INVESTMENT MANAGEMENT, LLC

RIASEC RegisteredEst. 2001

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, owner-operated RIA that provides fee-based advisory work to both individuals/families and institutional clients. The firm offers financial planning and portfolio management for individuals, small businesses and institutions, and charges fees based on a percentage of assets under management as well as hourly and fixed-fee arrangements. Reliant is not characterized as an active ESG investor and is not identified as a pension consultant or a related adviser. Reliant’s investment posture skews toward traditional wealth management with a clear emphasis on fixed income. Its most-used asset type is U.S. government bonds, and the firm also supplements core holdings with mutual funds and select external alternative managers for private placements and real estate exposure.