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 in 2018. Ownership is held individually rather than by a corporate parent. The firm serves both individual/family and institutional clients and focuses on financial planning and portfolio management for individuals and small businesses. Its billing mixes asset-based fees with hourly and fixed-fee arrangements. Reliant does not identify as an active ESG investor, does not operate as a capital allocator to external managers, and is not positioned as a pension consultant or a related adviser. The firm lists professional relationships with accounting and law firms as industry affiliations.
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 44Active vs passive
$43.1M in ETFs
93%
$40.2M
1%
$2.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $8M | 11,661 | 18.59% |
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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