{
  "crd_number": 297369,
  "slug": "reliant-investment-partners-llc-pinehurst-nc-297369",
  "primary_business_name": "RELIANT INVESTMENT PARTNERS, LLC",
  "legal_name": "RELIANT INVESTMENT PARTNERS, LLC",
  "dbas": [
    "GREAT FALLS WEALTH MANAGEMENT",
    "WEALTH & FINANCIAL ADVOCATE GROUP",
    "WEALTH & FINANCIAL ADVOCATES",
    "WEALTHFA"
  ],
  "city": "Pinehurst",
  "state": "NC",
  "country": "United States",
  "cbsa_code": "38240",
  "metro": {
    "cbsa_code": "38240",
    "common_name": "Pinehurst",
    "msa_name": "Pinehurst-Southern Pines, NC",
    "path": "/advisors/nc/pinehurst"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-06-28",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-11",
  "carried_forward": false,
  "raum_total": 268274719.0,
  "raum_discretionary": 268274719.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 33817541.0,
      "count": 9
    },
    "individuals": {
      "raum": 98387579.0,
      "count": 575
    },
    "pension_profit_sharing": {
      "raum": 547975.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 135014806.0,
      "count": 109
    },
    "corporations_other_businesses": {
      "raum": 506818.0,
      "count": 3
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NC",
    "NY",
    "SC",
    "TN",
    "TX"
  ],
  "websites": [
    "https://facebook.com/greatfallswealth",
    "https://greatfallswealth.com",
    "https://wealthfa.com",
    "https://wealthfinancialadvocates.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297369",
  "city_as_filed": "PINEHURST",
  "url": "https://advisorcensus.com/firm/reliant-investment-partners-llc-pinehurst-nc-297369",
  "display_name": "Reliant Investment Partners, LLC",
  "summary": "Reliant Investment Partners, LLC is an SEC-registered investment advisory firm in Pinehurst, NC, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.",
  "citation": "AdvisorCensus. Reliant Investment Partners, LLC (CRD 297369): 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"
  ],
  "quick_answers": [
    {
      "q": "How is Reliant Investment Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Reliant Investment Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does Reliant Investment Partners, LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 11, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Reliant Investment Partners, LLC located?",
      "a": "Reliant Investment Partners, LLC's principal office is in Pinehurst, NC, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Reliant Investment Partners, LLC registered with the SEC or a state?",
      "a": "Reliant Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297369."
    },
    {
      "q": "How much does Reliant Investment Partners, LLC manage?",
      "a": "Reliant Investment Partners, LLC reports $268,274,719 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary)."
    },
    {
      "q": "How have Reliant Investment Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Reliant Investment Partners, LLC: Regulatory assets under management: $172,304,737 in the October 2021 data and $268,274,719 in the October 2026 data, up 56%. Total employees: 2 in October 2021 and 6 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 Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (575); high net worth individuals (109); charitable organizations (9)."
    },
    {
      "q": "Which custodians does Reliant Investment Partners, LLC use?",
      "a": "Reliant Investment Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James Financial Services, Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Reliant Investment Partners, 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/297369"
    },
    {
      "q": "Does Reliant Investment Partners, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 11, 2026 says: \"We do not have a minimum account size requirement.\""
    },
    {
      "q": "What changed in Reliant Investment Partners, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $234,779,834 to $268,274,719 (+14%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 172304737.0,
      "total_employees": 2,
      "filing_date": "2021-03-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 197341189.0,
      "total_employees": 2,
      "filing_date": "2022-03-10"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 168298254.0,
      "total_employees": 6,
      "filing_date": "2023-03-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 189621750.0,
      "total_employees": 6,
      "filing_date": "2024-04-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 234779834.0,
      "total_employees": 6,
      "filing_date": "2025-02-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 268274719.0,
      "total_employees": 6,
      "filing_date": "2026-03-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $234,779,834 to $268,274,719 (+14%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 11, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "2% of assets a year",
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 2% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Our standard advisory fee is based on the market value of the assets under management and is calculated as follows: Account Value Annual Advisory Fee All Accounts Up to 2.00%"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not have a minimum account size requirement."
        ]
      }
    ],
    "quotes": [
      "Our standard advisory fee is based on the market value of the assets under management and is calculated as follows: Account Value Annual Advisory Fee All Accounts Up to 2.00%",
      "We do not have a minimum account size requirement."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Raymond James Financial Services, Inc.",
      "name_as_filed": "RAYMOND JAMES FINANCIAL SERVICES, INC.",
      "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-partners-llc-pinehurst-nc-297369.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 575,
      "fewer_than_5": false,
      "raum": 98387579.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 109,
      "fewer_than_5": false,
      "raum": 135014806.0
    },
    {
      "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": 547975.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 9,
      "fewer_than_5": false,
      "raum": 33817541.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": false,
      "raum": 506818.0
    }
  ],
  "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/297369",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}