# Reliance Investing, Inc.

> Reliance Investing, Inc. is a state-registered investment advisory firm in Sacramento, CA, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 2, 2026.

- CRD: 148481
- Filed as: RELIANCE INVESTING, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sacramento, CA
- Filing period: October 2026
- Form ADV filing dated: April 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148481
- AdvisorCensus page: https://advisorcensus.com/firm/reliance-investing-inc-sacramento-ca-148481

## Quick answers

**How is Reliance Investing, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Reliance Investing, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Reliance Investing, Inc. located?**
Reliance Investing, Inc.'s principal office is in Sacramento, CA, according to its Form ADV.

**Is Reliance Investing, Inc. registered with the SEC or a state?**
Reliance Investing, Inc. is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 148481.

**How much does Reliance Investing, Inc. manage?**
Reliance Investing, Inc. reports $32,000,000 in regulatory assets under management in its Form ADV filing dated April 2, 2026 (100% discretionary).

**What types of clients does Reliance Investing, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (80).

**Does Reliance Investing, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/148481

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $32,000,000
- Discretionary: $32,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 80 | $32,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2009 (17 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [relianceinvesting.com](https://relianceinvesting.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Reliance Investing, Inc. (CRD 148481): Form ADV filing data as of October 2026.