Reliance Financial Group

Chuck Roberts leads the firm as CEO and Managing Director of Investments. He functions as the chief investment officer, setting asset allocation policy across the wealth management and private credit arms. The private credit fund has a dedicated underwriting team of former regional bank credit officers who evaluate each loan origination.

Reliance originates loans directly to lower-middle-market companies through a network of regional and business brokers, direct company-founder outreach, and referrals from professional service firms — primarily law firms and accounting practices — across the Southeast and Texas. The firm competes with other non-bank lenders in a segment where traditional banks have pulled back from small-balance commercial lending.

Reliance does both. Its traditional wealth management arm allocates client capital to external third-party managers across public equities, fixed income, and alternative funds. The proprietary private credit fund makes direct loans to operating companies, giving client families a direct co-investment-style exposure alongside external manager commitments.