RELIANT INVESTMENT MANAGEMENT, LLC
Adviser information for RELIANT INVESTMENT MANAGEMENT, LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Tennessee, United States |
Employees
Total Number of Employees | 10 |
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Investment Advisory/Research | 7 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 8 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 5 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 539 | $1.2B |
Non-Discretionary | 1 | $11.9M |
Total | 540 | $1.2B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 243 | $369.9M |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | <5 | $119.9M |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | <5 | $11.9M |
Charitable organizations | 11 | $51.1M |
State or municipal gov entities | 14 | $673.8M |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $16.7M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 51-100 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsNON-DISCRETIONARY INVESTMENT ADVISER TO RETIREMENT PLANS |
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Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
Offers Wrap Fee Program | Yes |
---|
Acting As | RAUM |
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Sponsor | 0 |
Portfolio Manager | 2.7M |
Both for Same | 0 |
Portfolio Manager to Program | Sponsor |
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ASSET MANAGEMENT SERVICES | RAYMOND JAMES FINANCIAL |
Principal Office
1715 AARON BRENNER DRIVESUITE 504
MEMPHIS
TN
United States
Monday - Friday, 8 A.M. - 5 P.M.
Tel: 901-843-0600, Fax: 901-843-0325
Chief Compliance Officer
LON M. MAGNESS
PRINCIPAL
1715 AARON BRENNER DRIVE
SUITE 504
MEMPHIS
TN
United States
Tel:
901-843-0600
Fax:
901-843-0325
L*******@*************M
(Full email address available in API data)
Regulatory Contact
JOHN HUFFMAN
VICE MANAGER
1715 AARON BRENNER DRIVE
SUITE 504
MEMPHIS
TN
United States
Tel:
901-843-0600
Fax:
901-843-0325
J*******@*************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
HUFFMAN, JOHN, RICHARD | Individual | – | VICE MANAGER AND SECRETARY | 02/2001 | 25-50% |
HUFFMAN, SUSAN, LOGAN | Individual | – | CHIEF MANAGER | 02/2001 | 25-50% |
BLACK, DENNESE, YOTHER | Individual | – | ASSISTANT SECRETARY | 07/2002 | 5-10% |
MAGNESS, LON, M. | Individual | – | VICE MANAGER AND CHIEF COMPLIANCE OFFICER | 12/2002 | 10-25% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 22nd, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ADOBE INC | COM | 4M | 8K | – |
ADVANCED MICRO DEVICES INC | COM | 6M | 35K | – |
ALPHABET INC | CAP STK CL A | 9M | 51K | – |
AMAZON COM INC | COM | 7M | 34K | – |
AMERICAN EXPRESS CO | COM | 6M | 26K | – |
APPLE INC | COM | 9M | 44K | – |
AUTOMATIC DATA PROCESSING IN | COM | 241K | 1K | – |
AUTOZONE INC | COM | 222K | 75 | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 248K | 609 | – |
BROADCOM INC | COM | 13M | 8K | – |
CATERPILLAR INC | COM | 4M | 13K | – |
CBRE GROUP INC | CL A | 4M | 48K | – |
CHEVRON CORP NEW | COM | 245K | 2K | – |
CISCO SYS INC | COM | 400K | 8K | – |
COLGATE PALMOLIVE CO | COM | 369K | 4K | – |
CONOCOPHILLIPS | COM | 6M | 54K | – |
COSTCO WHSL CORP NEW | COM | 332K | 391 | – |
CROWDSTRIKE HLDGS INC | CL A | 7M | 18K | – |
DIAMONDBACK ENERGY INC | COM | 256K | 1K | – |
DISNEY WALT CO | COM | 4M | 41K | – |
EATON CORP PLC | SHS | 7M | 21K | – |
ELI LILLY & CO | COM | 1M | 1K | – |
EXXON MOBIL CORP | COM | 1M | 12K | – |
FEDEX CORP | COM | 252K | 839 | – |
FREEPORT-MCMORAN INC | CL B | 4M | 76K | – |
GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 5M | 58K | – |
HALLIBURTON CO | COM | 4M | 123K | – |
HOME DEPOT INC | COM | 7M | 19K | – |
HONEYWELL INTL INC | COM | 219K | 1K | – |
INTERNATIONAL BUSINESS MACHS | COM | 668K | 4K | – |
IQVIA HLDGS INC | COM | 4M | 19K | – |
KIMBERLY-CLARK CORP | COM | 238K | 2K | – |
LINDE PLC | SHS | 8M | 18K | – |
LOCKHEED MARTIN CORP | COM | 4M | 9K | – |
MARATHON OIL CORP | COM | 219K | 8K | – |
MARSH & MCLENNAN COS INC | COM | 5M | 24K | – |
MASTERCARD INCORPORATED | CL A | 5M | 10K | – |
MICROSOFT CORP | COM | 6M | 13K | – |
MOODYS CORP | COM | 222K | 528 | – |
MORGAN STANLEY | COM NEW | 234K | 2K | – |
OLD DOMINION FREIGHT LINE IN | COM | 4M | 20K | – |
ORACLE CORP | COM | 5M | 36K | – |
PALO ALTO NETWORKS INC | COM | 6M | 17K | – |
PEPSICO INC | COM | 5M | 31K | – |
PROCTER AND GAMBLE CO | COM | 1M | 7K | – |
QUANTA SVCS INC | COM | 7M | 27K | – |
REGIONS FINANCIAL CORP NEW | COM | 201K | 10K | – |
S&P GLOBAL INC | COM | 4M | 10K | – |
SCHLUMBERGER LTD | COM STK | 6M | 126K | – |
SHATTUCK LABS INC | COM | 77K | 20K | – |
SIMMONS 1ST NATL CORP | CL A $1 PAR | 369K | 21K | – |
STRYKER CORPORATION | COM | 5M | 15K | – |
THERMO FISHER SCIENTIFIC INC | COM | 7M | 12K | – |
TYLER TECHNOLOGIES INC | COM | 7M | 13K | – |
UNITEDHEALTH GROUP INC | COM | 6M | 12K | – |
VULCAN MATLS CO | COM | 5M | 21K | – |
WALMART INC | COM | 278K | 4K | – |