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Reliant Investment Management
Reliant Investment Management was founded in 1986 as an independent registered investment advisor, operating outside the broker-dealer and bank ecosystems that...
Reliant Investment Management
Reliant Investment Management was founded in 1986 as an independent registered investment advisor, operating outside the broker-dealer and bank ecosystems that dominate wealth management. From its single office in Memphis, Tennessee, the team runs portfolios for a deliberately broad client base: individuals and families sit alongside local municipal governments, school districts, utility authorities, non-profits, and healthcare entities. The firm is independently owned by its principals and certified as a Women's Business Enterprise. The firm's strategy is built on direct security selection within traditional, diversified portfolios spanning equities and fixed income, with a heavy emphasis on tax-awareness and cost control. Reliant avoids fund-of-funds layering and pooled-product dependency, instead constructing portfolios from individual securities — a structure that gives clients transparency into every holding and the flexibility to manage tax outcomes year by year. The approach extends across retirement assets, donor-advised funds, trusts, and institutional mandates for corporations and educational endowments. Reliant does not take commissions; it operates on a fee-only basis, which eliminates one structural conflict present at many competitors. Reliant manages upwards of $1.4 billion in total client assets (per the firm, 2026) from roughly 250 relationships, with its largest single client relationship exceeding $100 million. The team draws on more than 160 years of combined investment experience, though it does not publicly name its principals or break out individual portfolio-manager biographies. In the last two years, Reliant has not disclosed hires, promotions, or new fund launches, reflecting a stable, low-headline operation typical of a long-tenured regional RIA. The firm's structure as a certified WBE-owned RIA with no brokerage parent is its clearest differentiator. Where many wealth managers face pressure — explicit or soft — to route assets into house products or revenue-sharing arrangements, Reliant's independence aligns its fee-only revenue stream exclusively with client portfolio outcomes. That focus, combined with a client list spanning individual estates, municipal bond portfolios, and institutional endowments, produces a durable franchise built on governance mandates rather than high-growth asset gathering.
General information
Firm type
Bank / Wealth / Trust
Year founded
1986
AUM
$1.4B (per firm disclosure, 2026)
Location
Region
North America
Country
United States
City
Memphis
Corporate office
Memphis, TN, United States
Frequently asked questions
Is Reliant Investment Management affiliated with a bank or broker-dealer?
No. Reliant is independently owned by its principals and is an SEC-registered investment advisor. The firm states it has no affiliation with any broker or other financial services firm, and it operates on a fee-only basis without accepting commissions. This structure removes the product-distribution incentives common to bank-owned or broker-affiliated wealth managers.
How does Reliant construct client portfolios?
Reliant builds traditional, diversified portfolios using individual securities rather than packaged mutual funds or ETFs. The firm emphasizes direct ownership to give clients greater tax flexibility, true holding transparency, and the ability to manage concentrated positions. Its approach covers equities and fixed income, with explicit mandates for retirement accounts, trusts, donor-advised funds, and institutional separate accounts.
What types of clients does Reliant serve?
Reliant serves a broad mix: individuals and families, local municipal governments, school districts, county governments, utility and transit authorities, corporations, non-profits, healthcare entities, educational institutions, and foundations. Its approximately 250 client relationships span taxable personal portfolios, tax-exempt institutional accounts, and retirement-plan assets. The largest client relationship exceeds $100 million (per the firm, 2026).
Does Reliant participate in private-market or alternative-investment strategies?
The firm describes its approach as centered on traditional, publicly traded individual securities with an emphasis on risk control, diversification across asset classes and economic sectors, and cost efficiency. There is no public disclosure indicating active participation in venture capital, private equity, hedge funds, or direct private-company investing. The focus remains on liquid, transparent portfolio construction.
Who makes investment decisions at Reliant?
Reliant does not name its principals or portfolio managers on its public website, and no investment-committee roster, CIO, or lead PM is disclosed. The firm references a team approach drawing on over 160 years of combined investment experience. An allocator conducting due diligence would need to confirm decision-making authority and key-person risk directly with the firm.
What regulatory structure governs Reliant?
Reliant is an SEC-registered investment advisor and is independently owned. It is also certified as a Women's Business Enterprise. As a fee-only RIA, it falls under the fiduciary standard applicable to registered investment advisors, meaning it is obligated to act in the best interest of its advisory clients, distinct from the suitability standard that governs broker-dealers.
Does Reliant operate outside of Tennessee?
Its sole disclosed office is in Memphis, Tennessee, and there is no public information indicating additional physical locations. However, its client base includes governmental entities and institutions that could be located in other states. The firm does not publish data on the geographic distribution of its client assets beyond its Memphis headquarters.
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