# Reliant Investment Management, LLC

> 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.

- CRD: 111220
- Filed as: RELIANT INVESTMENT MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Memphis, TN
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111220
- AdvisorCensus page: https://advisorcensus.com/firm/reliant-investment-management-llc-memphis-tn-111220

## Quick answers

**How is Reliant Investment Management, LLC compensated?**
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.

**Where is Reliant Investment Management, LLC located?**
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).

**Is Reliant Investment Management, LLC registered with the SEC or a state?**
Reliant Investment Management, LLC is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 111220.

**How much does Reliant Investment Management, LLC manage?**
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).

**How have Reliant Investment Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Reliant Investment Management, LLC serve?**
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).

**Which custodians does Reliant Investment Management, LLC use?**
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.

**Does Reliant Investment Management, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Argent Financial Group
- Charles Schwab & Co., Inc.
- US Bank Wealth Management & Investment Services

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,471,512,409
- Discretionary: $1,456,141,417
- Non-discretionary: $15,370,992

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 255 | $454,525,041 |
| Banking or thrift institutions | Fewer than 5 | $128,708,599 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $15,370,992 |
| Charitable organizations | 7 | $37,215,067 |
| State or municipal government entities (including government pension plans) | 14 | $816,862,850 |
| Corporations or other businesses not listed above | 6 | $18,829,860 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2001 (25 years)
- Employees: 12 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, MS, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Shreveport, LA

### Websites listed on Form ADV (Item 1.I)
- [reliantllc.com](https://reliantllc.com)
- LinkedIn @reliant-investment-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $953,106,929 | 10 | March 29, 2021 |
| October 2022 | $1,458,329,471 | 10 | August 30, 2022 |
| October 2023 | $1,422,991,543 | 10 | March 29, 2023 |
| October 2024 | $1,323,797,122 | 10 | May 16, 2024 |
| October 2025 | $1,405,806,743 | 12 | March 12, 2025 |
| October 2026 | $1,471,512,409 | 12 | March 27, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Reliant Investment Management, LLC (CRD 111220): Form ADV filing data as of October 2026.