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| Reliant Investment Partners LLC
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| CRD # | 297369 |
| SEC # | 801-113515 |
| CIK # | 0002069207 |
| AUM | 268.3 M (2026-03-11) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 910-363-1010 |
| Address | 293 Olmsted Blvd Pinehurst, NC 28374 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/11/2026) [Brochure] |
|---|
Item 5: Fees and Compensation
Please note, unless a client has received the firm’s disclosure brochure at least 48 hours prior to signing the
investment advisory contract, the investment advisory contract may be terminated by the client within five
(5) business days of signing the contract without incurring any advisory fees and without penalty. How we
are paid depends on the type of advisory service we are performing. Please review the fee and compensation
information below.
Investment Management Services
Our standard advisory fee is based on the market value of the assets under management and is calculated
as follows:
Account Value Annual Advisory Fee
All Accounts Up to 2.00%
The annual fees are pro-rated and paid in advance on a quarterly basis. We offer various breakpoints that
are negotiable. The advisory fee is a flat, tiered or blended fee and is calculated by assessing the percentage
rates using the predefined levels of assets as shown in the above chart. No increase in the annual fee shall
be effective without agreement from the client by signing a new agreement or amendment to their current
advisory agreement.
Advisory fees are directly debited from client accounts, or the client may choose to pay by check. Accounts
initiated or terminated during a billing period will be charged a pro-rated fee based on the amount of time
remaining in the billing period. An account may be terminated with written notice at least 15 calendar days
in advance. Upon termination of the account, any unearned fee will be refunded to the client on a prorated
basis.
Financial Planning Fixed Fee
Financial Planning will generally be offered on a fixed fee basis. The fixed fee will be agreed upon before
the start of any work. The fixed fee can range between $750.00 and $10,000.00. The fee is negotiable. If a
fixed fee program is chosen, half of the fee is due at the beginning of process, not to exceed $1,200.00, and
the remainder is due at completion of work. However, Reliant will not bill an amount above $500.00 more
than 6 months in advance. In the event of early termination, the client will be billed for the hours worked at
a rate of $350.00 per hour. If the initial deposit is greater than the amount billed, then the client will be
refunded the difference. If the initial deposit is less, then the client will be billed the difference.
Financial Planning Hourly Fee
Financial Planning fee is an hourly rate up to $350.00 per hour, depending on scope and complexity. The fee
may be negotiable in certain cases and is due at the completion of the engagement. Half of the fee is due at
the beginning of process and the remainder is due at completion of work, however, Reliant will not bill an
amount above $500.00 more than 6 months in advance. In the event of early termination, the client will be
billed for the hours worked at a rate of agreed upon in client agreement. If the initial deposit is greater than
the amount billed, then the client will be refunded the difference. If the initial deposit is less, then the client
will be billed the difference.
Other Types of Fees and Expenses
Our fees are exclusive of brokerage commissions, transaction fees, and other related costs and expenses
that may be incurred by the client, however we may offset the fees at our discretion. Clients may incur
certain charges imposed by custodians, brokers, and other third parties such as custodial fees, deferred sales
charges, odd-lot differentials, transfer taxes, wire transfer and electronic fund fees, and other fees and taxes
on brokerage accounts and securities transactions. Mutual fund and exchange traded funds also charge
internal management fees, which are disclosed in a fund’s prospectus. Such charges, fees and commissions
are exclusive of and in addition to our fee, and we shall not receive any portion of these commissions, fees,
and costs.
Item 12 further describes the factors that we consider in selecting or recommending broker-dealers for
client’s transactions and determining the reasonableness of their compensation (e.g., commissions).
We do not accept compensation for the sale of securities or other investment products including asset-
based sales charges or service fees from the sale of mutual funds. |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/11/2026) [Brochure] |
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Item 7: Types of Clients We provide financial planning and portfolio management services to individuals and high net-worth individuals. We do not have a minimum account size requirement. |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 14.8 | ||
| Duke Energy Corp | 7.8 | ||
| BB&T Corp | 7.1 | ||
| Apple Inc | 5.2 | ||
| Lowes Companies Inc | 3.3 | ||
| Lilly Eli & Co | 2.9 | ||
| Microsoft Corp | 2.9 | ||
| Amazon Com Inc | 2.4 | ||
| Applovin Corp | 2.2 | ||
| KLA Tencor Corp | 1.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 575 | 98.4 |
| (b) Individuals (high net worth individuals) | 109 | 135.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (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 | 0.5 |
| (h) Charitable organizations | 9 | 33.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 3 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,101 | 268.3 |
| By Discretionary | ||
| Discretionary | 1,101 | 268.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,101 | 268.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 268.3 | |
| Total | 1,101 | 268.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002069207] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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