# Reliant Investment Partners, LLC

> 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.

- CRD: 297369
- Filed as: RELIANT INVESTMENT PARTNERS, LLC
- Also doing business as: GREAT FALLS WEALTH MANAGEMENT, WEALTH & FINANCIAL ADVOCATE GROUP, WEALTH & FINANCIAL ADVOCATES, WEALTHFA
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pinehurst, NC
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297369
- AdvisorCensus page: https://advisorcensus.com/firm/reliant-investment-partners-llc-pinehurst-nc-297369

## Quick answers

**How is Reliant Investment Partners, LLC compensated?**
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).

**How much does Reliant Investment Partners, LLC charge?**
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); Flat fee: $750 to $10,000 (Financial Planning); Hourly rate: $350 an hour (Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

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

**Is Reliant Investment Partners, LLC registered with the SEC or a state?**
Reliant Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297369.

**How much does Reliant Investment Partners, LLC manage?**
Reliant Investment Partners, LLC reports $268,274,719 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

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

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

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

**Does Reliant Investment Partners, 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/297369

**Does Reliant Investment Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 11, 2026 says: "We do not have a minimum account size requirement."

**What changed in Reliant Investment Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $234,779,834 to $268,274,719 (+14%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> 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%

- Account minimum: None

> We do not have a minimum account size requirement.

- Flat fee: $750 to $10,000 (Financial Planning)

> Financial Planning will generally be offered on a fixed fee basis. The fixed fee will be agreed upon before the start of any work. The fixed fee can range between $ 750.00 and $10,000.00.

- Hourly rate: $350 an hour (Financial Planning)

> In the event of early termination, the client will be billed for the hours worked at a rate of $ 350.00 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James Financial Services, Inc.

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: $268,274,719
- Discretionary: $268,274,719
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 575 | $98,387,579 |
| High net worth individuals | 109 | $135,014,806 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $547,975 |
| Charitable organizations | 9 | $33,817,541 |
| Corporations or other businesses not listed above | 3 | $506,818 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, NY, SC, 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
- Rockingham, NC

### Websites listed on Form ADV (Item 1.I)
- greatfallswealth.com
- wealthfa.com
- wealthfinancialadvocates.com
- Facebook @greatfallswealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $172,304,737 | 2 | March 16, 2021 |
| October 2022 | $197,341,189 | 2 | March 10, 2022 |
| October 2023 | $168,298,254 | 6 | March 14, 2023 |
| October 2024 | $189,621,750 | 6 | April 22, 2024 |
| October 2025 | $234,779,834 | 6 | February 25, 2025 |
| October 2026 | $268,274,719 | 6 | March 11, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $234,779,834 to $268,274,719 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Reliant Investment Partners, LLC (CRD 297369): Form ADV filing data as of October 2026.