# Reliant Investment Management Reliant Investment Management is a Bank / Wealth / Trust based in Memphis, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Memphis, United States - **Region:** North America - **Address:** Memphis, TN, United States - **Founded:** 1986 - **Assets under management:** $1.4B (per firm disclosure, 2026) - **Website:** reliantllc.com ## Regulatory record - **CRD number:** 111220 - **Registration status:** APPROVED - **Latest Form ADV filing:** 2026-03-27T05:00:00.000Z - **Reports private funds:** No - **Private funds reported:** 0 - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111220 ## About 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. ## 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). ### 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. ## Related profiles - [Reliance Ventures](https://altss.com/profile/reliance-ventures) - [Reliant Wealth Planning](https://altss.com/profile/reliant-wealth-planning) --- Last updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/reliant-investment-management Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology