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
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
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
Compensation % of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 2.7M
Both for Same 0
Portfolio Manager to Program Sponsor
ASSET MANAGEMENT SERVICES RAYMOND JAMES FINANCIAL

Identifiers

SEC RIA File Number 801-60115
SEC ERA File Number 801-60115
SEC CIK Numbers 1517429
SEC CRD Numbers 111220
Legal Entity Identifier None

Principal Office

1715 AARON BRENNER DRIVE
SUITE 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
(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
(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

105020202021202220232024202510 on 3/27/202010 on 6/23/202010 on 3/29/202110 on 11/11/202110 on 3/29/202210 on 8/30/202210 on 3/29/202310 on 3/26/2024

RAUM, Historic

2B1B02020202120222023202420251116738506 on 3/27/20201116738506 on 6/23/2020953106929 on 3/29/20211090577212 on 11/11/20211109880923 on 3/29/20221458329471 on 8/30/20221422991543 on 3/29/20231243371832 on 3/26/2024

No. Clients, Historic

3001500202020212022202320242025206 on 3/27/2020206 on 6/23/2020234 on 3/29/2021232 on 11/11/2021235 on 3/29/2022254 on 8/30/2022262 on 3/29/2023268 on 3/26/2024

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