RELIANT INVESTMENT PARTNERS, LLC
Firm details
- Headquarters
- PINEHURST, North Carolina
- CRD number
- 297369
- Registered since
- June 28, 2018
- Website
- www.greatfallswealth.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Public Funds/Mutual Funds26%
- Cash & Cash Equivalents18%
- Investment Grade Corp Bonds1%
- Other1%
Owners & executives
1 of 1JOHN HUTCHINSON
Founder and CEOCRD 2822638
Contacts
2 of 2ROBERT WAGLER
OwnerCRD 5619708
Lorin Wagler
Investment Advisor RepresentativeCRD 7711607
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$32.6M in ETFs
93%
$30.3M
1%
$2.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $6.7M | 11,266 | 20.62% |
Location
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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