{ "crd_number": 111220, "slug": "reliant-investment-management-llc-memphis-tn-111220", "primary_business_name": "RELIANT INVESTMENT MANAGEMENT, LLC", "legal_name": "RELIANT INVESTMENT MANAGEMENT, LLC", "dbas": [], "city": "Memphis", "state": "TN", "country": "United States", "cbsa_code": "32820", "metro": { "cbsa_code": "32820", "common_name": "Memphis", "msa_name": "Memphis, TN-MS-AR", "path": "/advisors/tn/memphis" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2001-03-26", "years_registered": 25, "period": "2026-10-01", "filing_date": "2026-03-27", "carried_forward": false, "raum_total": 1471512409.0, "raum_discretionary": 1456141417.0, "raum_non_discretionary": 15370992.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 12, "advisory_employees": 8, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 37215067.0, "count": 7 }, "individuals": { "raum": 454525041.0, "count": 255 }, "banking_thrift": { "raum": 128708599.0, "count": null, "fewer_than_5": true }, "state_municipal": { "raum": 816862850.0, "count": 14 }, "pension_profit_sharing": { "raum": 15370992.0, "count": null, "fewer_than_5": true }, "corporations_other_businesses": { "raum": 18829860.0, "count": 6 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "other", "portfolio_management_businesses_institutional", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "LA", "MS", "TN", "TX" ], "websites": [ "https://linkedin.com/company/reliant-investment-management/about", "https://reliantllc.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111220", "city_as_filed": "MEMPHIS", "url": "https://advisorcensus.com/firm/reliant-investment-management-llc-memphis-tn-111220", "display_name": "Reliant Investment Management, LLC", "summary": "Reliant Investment Management, LLC is an SEC-registered investment advisory firm in Memphis, TN, registered since 2001, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.", "citation": "AdvisorCensus. Reliant Investment Management, LLC (CRD 111220): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Portfolio management for businesses (other than small businesses) or institutional clients", "Other" ], "quick_answers": [ { "q": "How is Reliant Investment Management, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Reliant Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Reliant Investment Management, LLC located?", "a": "Reliant Investment Management, LLC's principal office is in Memphis, TN, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Reliant Investment Management, LLC registered with the SEC or a state?", "a": "Reliant Investment Management, LLC is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 111220." }, { "q": "How much does Reliant Investment Management, LLC manage?", "a": "Reliant Investment Management, LLC reports $1,471,512,409 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (99% discretionary)." }, { "q": "How have Reliant Investment Management, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Reliant Investment Management, LLC: Regulatory assets under management: $953,106,929 in the October 2021 data and $1,471,512,409 in the October 2026 data, up 54%. Total employees: 10 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Reliant Investment Management, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (255); state or municipal government entities (including government pension plans) (14); charitable organizations (7)." }, { "q": "Which custodians does Reliant Investment Management, LLC use?", "a": "Reliant Investment Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Argent Financial Group, Charles Schwab & Co., Inc. and US Bank Wealth Management & Investment Services as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Reliant Investment Management, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111220" } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 953106929.0, "total_employees": 10, "filing_date": "2021-03-29" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1458329471.0, "total_employees": 10, "filing_date": "2022-08-30" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1422991543.0, "total_employees": 10, "filing_date": "2023-03-29" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1323797122.0, "total_employees": 10, "filing_date": "2024-05-16" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1405806743.0, "total_employees": 12, "filing_date": "2025-03-12" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1471512409.0, "total_employees": 12, "filing_date": "2026-03-27" } ], "recent_changes": [], "fees_from_brochure": null, "custodians": [ { "name": "Argent Financial Group", "name_as_filed": "ARGENT FINANCIAL GROUP", "affiliated": false }, { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false }, { "name": "US Bank Wealth Management & Investment Services", "name_as_filed": "US BANK WEALTH MANAGEMENT & INVESTMENT SERVICES", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/reliant-investment-management-llc-memphis-tn-111220.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 255, "fewer_than_5": false, "raum": 454525041.0 }, { "type": "banking_thrift", "label": "Banking or thrift institutions", "count": null, "fewer_than_5": true, "raum": 128708599.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": null, "fewer_than_5": true, "raum": 15370992.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 7, "fewer_than_5": false, "raum": 37215067.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 14, "fewer_than_5": false, "raum": 816862850.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 6, "fewer_than_5": false, "raum": 18829860.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111220", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }