Reliant Investment Partners, Llc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$234,779,834
Total clients
615
13% high-net worth
Total advisors
3
of 6 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
205
Average account size
$381,756
About
Reliant Investment Partners provides discretionary investment management and comprehensive financial planning primarily for individual and high-net-worth clients, managing approximately $234.8 million as of December 31, 2024. The firm serves a broad client base—over 600 accounts—through ongoing portfolio oversight and written financial planning deliverables.
Reliant develops individualized investment policies and implements both passive and active strategies, using fundamental, technical, cyclical and charting analysis alongside index mutual funds and ETFs when appropriate. Accounts are managed on a discretionary basis with quarterly reviews, and financial planning engagements can address business planning, estate, tax and retirement matters.
Compared with many peers, Reliant operates with a relatively high client load per advisor (more than 200 clients per advisor) and routinely coordinates with outside attorneys and accountants, providing referrals and participating in meetings to support estate and tax planning. The brochure also discloses that a firm principal has incentive arrangements with a particular custodian platform and that some principals are licensed to sell life and health insurance and may receive commissions from those sales.
Client services
Fee options
Financial Planning fixed fees ranging from $750.00 to $10,000.00, negotiable
Up to 2.00%
Up to $350.00 per hour for Financial Planning services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Reliant Investment Partners, Llc
293 Olmsted Blvd, Suite 11 B 4
Pinehurst NC 28374, United States
Number of offices
2
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