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RELIANT INVESTMENT MANAGEMENT, LLC
CRD 111220File 801-60115
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.47B
Above cohort median (national)
Discretionary AUM
$1.46B
Non-discretionary $15.4M
Clients
282
557 accounts
Employees
12
Top 25% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 26, 2001
- Principal office
- 1715 AARON BRENNER DRIVE, SUITE 504, MEMPHIS, TN, 38120-1446
- Phone
- 901-843-0600
- Website
- HTTP://WWW.RELIANTLLC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.47B
- Discretionary AUM
- $1.46B
- Non-discretionary AUM
- $15.4M
- Discretionary accounts
- 556
- Non-discretionary accounts
- 1
- Total accounts
- 557
- AUM per client
- $5.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $18.8M |
| Charitable organizations | 7 | $37.2M |
| Banking or thrift institutions | Fewer than 5 | $128.7M |
| Pension and profit sharing plans | Fewer than 5 | $15.4M |
| State or municipal government entities | 14 | $816.9M |
| Individuals (other than high net worth individuals) | 255 | $454.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 283 | 282 | decreased by1 |
| Apr 1, 2026 | AUM | $1,405,806,743 | $1,471,512,409 | increased by$65,705,666 |
| Apr 1, 2026 | Accounts | 556 | 557 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 12 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 254 | 283 | increased by29 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,458,329,471 | $1,405,806,743 | decreased by$52,522,728 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 482 | 556 | increased by74 |
| Sep 1, 2022 | Custody | No | Yes | |
| Sep 1, 2022 | Clients | 235 | 254 | increased by19 |
| Sep 1, 2022 | AUM | $1,109,880,923 | $1,458,329,471 | increased by$348,448,548 |
| Sep 1, 2022 | Accounts | 461 | 482 | increased by21 |
| Apr 1, 2022 | Clients | 232 | 235 | increased by3 |
| Apr 1, 2022 | AUM | $1,090,577,212 | $1,109,880,923 | increased by$19,303,711 |
| Apr 1, 2022 | Accounts | 455 | 461 | increased by6 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RELIANT INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RELIANT INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.