# Reliance Financial Group

Reliance Financial Group is a Multi Family Office based in Durham, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Durham, United States
- **Region:** North America
- **Address:** Atlanta, GA, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** reliancefinancial.com
- **LinkedIn:** https://www.linkedin.com/company/reliancefinancial

## Regulatory record

- **CRD number:** 118395
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/118395

## About

Reliance Financial is a mortgage company that provides home purchase and refinance loans with personalized guidance. It compares rates from multiple lenders, emphasizes low rates and costs, transparency, and no upfront fees, and aims to close transactions in 21 days or less. The firm serves first-time homebuyers and real estate investors and currently services CA, TX, CO, MI, WA, VA, and FL.

## Sectors

- Private Credit
- Real Estate
- Healthcare Services
- Enterprise Software

## People

- Chuck Roberts — CEO, Managing Director - Investments

## Questions

### Who runs investment decisions at 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.

### How does Reliance Financial Group source its private credit deals?

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.

### Does Reliance participate in fund commitments or only direct deals?

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.

## Related profiles

- [Aspen Wealth Planners](https://altss.com/profile/aspen-wealth-planners-llc)
- [Robertson Opportunity Capital](https://altss.com/profile/robertson-opportunity-capital-llc)

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Last updated: 2026-08-11T15:07:57.118Z

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