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| Reliant Investment Management LLC
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| CRD # | 111220 |
| SEC # | 801-60115 |
| CIK # | 0001517429 |
| AUM | 1,471.5 M (2026-03-27) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 901-843-0600 |
| Address | 1715 Aaron Brenner Drive Memphis, TN 38120-1446 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/27/2026) [Brochure] |
|---|
Item 5 – Fees and Compensation
The specific manner in which fees are charged by Reliant is established in the client’s written agreement with Reliant.
Reliant is compensated primarily through a fee that is calculated as a percentage of client assets under management.
On occasion, fees may be based on an hourly rate, especially if the service being provided is a project or specific
engagement, rather than ongoing investment management. Under some circumstances, a fixed fee may be appropriate.
Client portfolios do incur additional fees and expenses in connection with Reliant’s advisory services, such as fees
charged by an independent custodian, or mutual fund expenses. Client portfolios will also incur brokerage and other
transaction costs, as outlined in Item 12 of this document that discusses brokerage and trading practices.
Form ADV: Part 2A and 2B
Reliant Investment Management
March 15, 2026
Reliant’s management fees are based on each client’s assets under management. Fees are calculated, billed or
deducted following the end of each calendar quarter, based on the average month-end values of a client’s assets during
that quarter. Clients may choose to have fees deducted from their account or receive invoices. Unless specifically
instructed by a client, Reliant deducts its management fees directly from each client account. Reliant’s fee schedule
for discretionary, continuous investment management services is as follows:
STOCK STOCK & BOND BOND CASH
MANAGEMENT MANAGEMENT MANAGEMENT MANAGEMENT
1.00 % 0.75 % 0.50 % 0.25 %
Management fees for institutional and individual client assets with a market value in excess of $50 million are
negotiable. Client fee schedules may be negotiated higher or lower under certain circumstances, including objectives
not specified above. This will be evaluated on a case by case basis. Actual investment advisory fees incurred by
clients may vary.
Special client projects pertaining to investment management may be undertaken on an hourly fee basis. These include,
but are not limited to, one-time portfolio evaluations, advice about the allocation of 401k contributions, and investment
performance evaluation for portfolios managed by others. The specific fee amount is negotiable, depending on the
nature of the service.
The client fee agreement may be amended from time to time by Reliant upon thirty (30) days written notice to the
client. If there is no month-end during the period, the prior month-end value will be the basis of the fee calculation.
Reliant’s fee agreement with each client may be cancelled by either party upon written notice. Upon cancellation, the
final fee will be based on the average month-end valuations that occurred during the quarter of termination, through
the date of the termination notice.
Reliant bills and collects all management fees from clients in arrears, after the services have been performed. Clients
do not pay fees in advance.
Reliant may participate in certain “wrap fee” arrangements offered by third parties. At present, no such arrangements
exist.
Reliant does not accept any compensation for the sale of securities or other investment products. |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/27/2026) [Brochure] |
|---|
Item 7 – Types of Clients
Reliant provides investment advisory services to individuals, retirement plans, trusts, charitable and not-for-profit
organizations, foundations, business entities, financial institutions, and governmental bodies.
Generally, Reliant will not accept a new account with a balance of less than $500,000. However, this requirement
may be waived at Reliant’s discretion.
Form ADV: Part 2A and 2B
Reliant Investment Management
March 15, 2026 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 20.6 | ||
| Quanta Services Inc | 18.0 | ||
| Alphabet Inc | 16.9 | ||
| Caterpillar Inc | 15.0 | ||
| Amphenol Corp /DE/ | 13.2 | ||
| CrowdStrike Holdings Inc | 13.1 | ||
| Apple Inc | 12.5 | ||
| Goldman Sachs Group Inc | 9.7 | ||
| Eaton Corp Ltd | 9.5 | ||
| Linde PLC | 9.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Red Rock Fund LP | 2012-03-08 | 4.4 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 255 | 454.5 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 128.7 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 15.4 |
| (h) Charitable organizations | 7 | 37.2 |
| (i) State or municipal government entities | 14 | 816.9 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 18.8 |
| (n) Other | 0 | 0.0 |
| Total | 557 | 1,471.5 |
| By Discretionary | ||
| Discretionary | 556 | 1,456.1 |
| Non-Discretionary | 1 | 15.4 |
| Total | 557 | 1,471.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,471.5 | |
| Total | 557 | 1,471.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001517429] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
|
Seacrest Wealth Management LLC
✚
|
NY | 1,533.5 M |
|
Alden Capital Management Inc
✚
|
PA | 1,515.0 M |
|
Bristol Gate Capital Partners Inc
✚
|
1,512.6 M | |
|
Tower Bridge Advisors Inc
✚
|
PA | 1,494.3 M |
|
Wallace Capital Management Inc
✚
|
TX | 1,488.9 M |
|
Adelante Capital Management LLC
✚
|
CA | 1,488.0 M |
|
Nicholas Investment Partners LP
✚
|
CA | 1,450.9 M |
|
Liquid Strategies LLC
✚
|
GA | 1,446.2 M |
|
AB Custom Alternative Solutions LLC
✚
|
TN | 1,415.0 M |
|
First Light Asset Management LLC
✚
|
MN | 1,407.5 M |