Reliant Investment Management, Llc
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 282
- Avg AUM / client
- $5.2M
- Accounts
- 557
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 255 | $455M | 30.9% |
| Banking or thrift institutions | Fewer than 5 clients | $129M | 8.75% |
| Pension and profit sharing plans | Fewer than 5 clients | $15.4M | 1.04% |
| Charitable organizations | 7 | $37.2M | 2.53% |
| State or municipal government entities | 14 | $817M | 55.5% |
| Corporations and other businesses | 6 | $18.8M | 1.28% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| American Contract Bridge League 401(k) Retirement Plan American Contract Bridge League Inc. | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Richard Huffman | Vice Manager And Secretary | Feb 2001 (26y) | 25% – 50% | |
| Susan Logan Huffman | Chief Manager | CFA | Feb 2001 (26y) | 25% – 50% |
| Black, Dennese, Yother | Assistant Secretary | Jul 2002 (24y) | 5% – 10% | |
| Lon M. Magness | Vice Manager And Chief Compliance Officer | Dec 2002 (24y) | 10% – 25% | |
| Hugh Brian Walmsley | Registered representative | Mar 2004 (22y) | ||
| Emily Marie Dafferner | Registered representative | CFP | Sep 2018 (8y) | |
| Reid Wunderlich Wesson | Registered representative | CFP CFA | Sep 2018 (8y) | |
| Alfred Harris Jordan | Registered representative | Oct 2018 (8y) | ||
| Clay Anthony Stafford | Registered representative | Jan 2025 (2y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| American Contract Bridge League 401(k) Retirement Plan | American Contract Bridge League Inc. | 85 | $13.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 957 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- U.S. Bank $633M (43% of AUM) Mar 2026
- Charles Schwab & Co. $416M (28% of AUM) Mar 2026
- Argent Financial Group $224M (15% of AUM) Mar 2026
- Federal Home Loan Bank Of Des Moines $154M (11% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗