Data / Investment advisers / Tennessee / Reliant Investment Management, LLC
Reliant Investment Management, LLC, Memphis, TN: $1.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Reliant Investment Management, LLC is an SEC registered investment adviser with its main office in Memphis, Tennessee and reports $1.5 billion in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include state and municipal governments, individuals and banks and thrifts. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Reliant Investment Management, LLC (CRD number 111220): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 111220
- SEC file number
- 801-60115
- SEC status
- Approved, effective March 26, 2001
- Main office
- 1715 Aaron Brenner Drive Suite 504, Memphis, TN 38120
- Phone
- (901) 843-0600
- Website
- reliantllc.com
- Regulatory AUM
- $1,471,512,409 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $1,456,141,417
- Non discretionary AUM
- $15,370,992
- Accounts
- 557
- Employees
- 12, of which 8 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 14 | $816.9 million |
| Individuals (other than high net worth individuals) | 255 | $454.5 million |
| Banking or thrift institutions | Fewer than 5 | $128.7 million |
| Charitable organizations | 7 | $37.2 million |
| Corporations or other businesses | 6 | $18.8 million |
| Pension and profit sharing plans | Fewer than 5 | $15.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.47 billion | March 27, 2026 |
| December 1, 2025 | $1.41 billion | March 12, 2025 |
Other advisers in Memphis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sentry, LLC | Memphis | $2.33 billion | Not listed | adviserinfo.sec.gov |
| Newsouth Capital Management Inc | Memphis | $2.23 billion | 1 | adviserinfo.sec.gov |
| NFC Investments, LLC | Memphis | $2.14 billion | 6 | adviserinfo.sec.gov |
| Steel Grove Capital Advisors, LLC | Memphis | $1.64 billion | Not listed | adviserinfo.sec.gov |
| Delta Asset Management, LLC | Memphis | $1.53 billion | Not listed | adviserinfo.sec.gov |
| TD Capital Management LLC | Memphis | $1.24 billion | Not listed | adviserinfo.sec.gov |
| Summit Asset Management LLC | Memphis | $1.08 billion | Not listed | adviserinfo.sec.gov |
| Invictus Fiduciary Services, LLC | Memphis | $1.01 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Memphis, TN
- Investment advisers in Tennessee
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving state and municipal governments
- Advisers serving individuals
- Reliant Investment Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.