Asset manager · Memphis, TN
Reliant Investment Management, LLC
SEC-registered investment adviser · CRD 111220 · SEC 801-60115
At a glance
Reliant Investment Management, LLC is an SEC-registered investment adviser based in Memphis, Tennessee, with $1.5 billion in regulatory assets under management as of its Form ADV filed March 27, 2026. Its largest client group by assets is state or municipal government entities, and it reports 255 individual clients. By Form ADV it is a asset manager, ranked 1,180th of 3,218 asset managers and 4,319th of 17,210 SEC-registered advisers by assets.
Main office 901-843-0600reliantllc.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.5B
- Rank among asset managers
- #1,180 of 3,218
- Rank among all SEC RIAs
- #4,319 of 17,210
- Rank in Tennessee
- #49 of 227
- Individual clients
- 255
- High-net-worth clients
- 0
- Accounts
- 557
- Discretionary
- 99% of AUM
- Employees
- 12
- Advisory staff
- 8
- Offices
- 2
Owners and executives on its Form ADV
- John R. HuffmanVice Manager and Secretary
- Susan L. HuffmanChief Manager
- Dennese Y. BlackAssistant Secretary
- Lon M. MagnessVice Manager and Chief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| State or municipal government entities | 14 | $817M | 56% |
| Individuals | 255 | $455M | 31% |
| Banking or thrift institutions | – | $129M | 9% |
| Charitable organizations | 7 | $37M | 3% |
| Corporations or other businesses | 6 | $19M | 1% |
| Pension and profit sharing plans | – | $15M | 1% |
Disciplinary disclosures
Reliant Investment Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗reliantllc.com ↗
AtlasMembers
The full record on Reliant Investment Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 957 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Reliant Investment Management, LLC manage?
Reliant Investment Management, LLC reports $1.5 billion in regulatory assets under management across 557 accounts, 99% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
What kind of firm is Reliant Investment Management, LLC?
Reliant Investment Management, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Reliant Investment Management, LLC’s clients?
By assets, its largest client types are state or municipal government entities ($817 million, 14 clients); individuals ($455 million, 255 clients); banking or thrift institutions ($129 million).
Does Reliant Investment Management, LLC have any disciplinary history?
Reliant Investment Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Reliant Investment Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →