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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 1b 10b

RELIANT INVESTMENT MANAGEMENT, LLC

CRD 111220

MEMPHIS, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c2c9c3c9-fe38-2ea1-58a6-536033dc05c7

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 2
On other graphs: 0
Observed: Nov 8, 2011 to Mar 27, 2026
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.31 fund_share=0.0 institutional_share=0.59 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.5BItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.5B
Private client RAUM: $455MderivedItem 5.D individuals plus high net worth individuals
Private client share: 31%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $184Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 8
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 557
Individual clients: 255
SEC number: 801-60115
CRD: 111220
Filings on the tape: 23
First filed: Nov 8, 2011
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, TN
Website: reliantllc.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
SUSAN LOGAN HUFFMAN	Chartered Financial Analyst	MEMPHIS, TN	22	36	n/a	no
JOHN RICHARD HUFFMAN	n/a	MEMPHIS, TN	22	32	n/a	no
LON M. MAGNESS	n/a	Memphis, TN	22	23	n/a	no
HUGH BRIAN WALMSLEY	n/a	Memphis, TN	22	22	n/a	no
Reid Wunderlich Wesson	Certified Financial Planner\|Chartered Financial Analyst	MEMPHIS, TN	8	15	n/a	no
Emily Marie Dafferner	Certified Financial Planner	MEMPHIS, TN	8	12	n/a	no
ALFRED HARRIS JORDAN	n/a	MEMPHIS, TN	7	15	n/a	no
Clay Anthony Stafford	n/a	MEMPHIS, TN \| Baton Rouge, LA	1	24	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
RED ROCK FUND, LP	Hedge Fund	$4.4M	Mar 21, 2017	14	Mar 8, 2012	dropped	021-70310

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HUFFMAN, JOHN, RICHARD	VICE MANAGER AND SECRETARY	C	yes	02/2001	Mar 27, 2026	Mar 27, 2026
HUFFMAN, SUSAN, LOGAN	CHIEF MANAGER	C	yes	02/2001	Mar 27, 2026	Mar 27, 2026
MAGNESS, LON, M.	VICE MANAGER AND CHIEF COMPLIANCE OFFICER	B	yes	12/2002	Mar 27, 2026	Mar 27, 2026
BLACK, DENNESE, YOTHER	ASSISTANT SECRETARY	A	no	07/2002	Mar 27, 2026	Mar 27, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Shreveport	La	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$1.5B	$1.5B	12	8	1	n/a	n/a
2024	Mar 12, 2025	$1.4B	$1.4B	12	8	1	n/a	n/a
2023	Mar 26, 2024	$1.2B	$1.2B	10	7	1	n/a	n/a
2022	Mar 29, 2023	$1.4B	$1.4B	10	7	1	n/a	n/a
2021	Mar 29, 2022	$1.1B	$1.1B	10	7	1	n/a	n/a
2020	Mar 29, 2021	$953M	$938M	10	7	1	n/a	n/a
2019	Mar 27, 2020	$1.1B	$841M	10	6	1	n/a	n/a
2018	Mar 25, 2019	$928M	$714M	10	6	1	n/a	n/a
2017	Mar 8, 2018	$974M	$759M	9	5	1	n/a	n/a
2016	Mar 21, 2017	$882M	$712M	9	5	n/a	1	$4.4M
2015	Mar 24, 2016	$813M	$660M	8	5	n/a	1	$8.8M
2014	Feb 20, 2015	$750M	$650M	8	5	n/a	1	$8.8M
2013	Mar 6, 2014	$646M	$557M	8	5	n/a	1	$8.8M
2012	Mar 7, 2013	$627M	$556M	8	5	n/a	1	$8.8M
2011	Mar 8, 2012	$571M	$507M	n/a	n/a	n/a	1	$8.8M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.5B	$1.4B	4.7%	$1.4B	1.1%	12	12	1	1

Relationships

Registered with (9)

← Clay Anthony StaffordAdvisorregistration: current employment
Jan 10, 2025 to presentfactForm ADV
← ALFRED HARRIS JORDANAdvisorregistration: current employment
Oct 22, 2018 to presentfactForm ADV
← Reid Wunderlich WessonAdvisorregistration: current employment
Sep 11, 2018 to presentfactForm ADV
← Emily Marie DaffernerAdvisorregistration: current employment
Sep 11, 2018 to presentfactForm ADV
← HUGH BRIAN WALMSLEYAdvisorregistration: current employment
Mar 26, 2004 to presentfactForm ADV
← LON M. MAGNESSAdvisorregistration: current employment
Jan 26, 2004 to presentfactForm ADV
← SUSAN LOGAN HUFFMANAdvisorregistration: current employment
Jan 7, 2004 to presentfactForm ADV
← JOHN RICHARD HUFFMANAdvisorregistration: current employment
Jan 7, 2004 to presentfactForm ADV
← Walker JonesAdvisorregistration: previous registration
Feb 12, 2019 to Jul 28, 2022factForm ADV

Controls (3)

← HUFFMAN, SUSAN, LOGANOwnerCHIEF MANAGER, ownership code C, individual
Nov 8, 2011 to May 16, 2024factForm ADV
← HUFFMAN, JOHN, RICHARDOwnerVICE MANAGER AND SECRETARY, ownership code C, individual
Nov 8, 2011 to May 16, 2024factForm ADV
← MAGNESS, LON, M.OwnerVICE MANAGER AND CHIEF COMPLIANCE OFFICER, ownership code B, individual
Nov 8, 2011 to May 16, 2024factForm ADV

Owns (1)

← BLACK, DENNESE, YOTHEROwnerASSISTANT SECRETARY, ownership code A, individual
Nov 8, 2011 to May 16, 2024factForm ADV

Advises (1)

→ RED ROCK FUND, LPPrivate fundHedge Fund, IA, no longer reported
Mar 8, 2012 to Mar 21, 2017factForm ADV

Dated events

Occurred
Aug 30, 2022
Regulatory AUM changed
Reliant Investment Management, Llc reported RAUM $1.5B, up 31% from $1.1B (2022-03-29 to 2022-08-30)
Form ADVobserved 5 days ago
$348M
Occurred
Jul 28, 2022
Advisor changed firm
Walker Jones left Reliant Investment Management, Llc for Mml Investors Services, Llc (registered 2022-09-07)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c2c9c3c9-fe38-2ea1-58a6-536033dc05c7
First observed: Nov 8, 2011
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RELIANT INVESTMENT MANAGEMENT, LLC

CRD 111220

MEMPHIS, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c2c9c3c9-fe38-2ea1-58a6-536033dc05c7

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:28 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SUSAN LOGAN HUFFMAN

Chartered Financial Analyst

MEMPHIS, TN

n/a

JOHN RICHARD HUFFMAN

n/a

MEMPHIS, TN

n/a

LON M. MAGNESS

n/a

Memphis, TN

n/a

HUGH BRIAN WALMSLEY

n/a

Memphis, TN

n/a

Reid Wunderlich Wesson

Certified Financial Planner|Chartered Financial Analyst

MEMPHIS, TN

n/a

Emily Marie Dafferner

Certified Financial Planner

MEMPHIS, TN

n/a

ALFRED HARRIS JORDAN

n/a

MEMPHIS, TN

n/a

Clay Anthony Stafford

n/a

MEMPHIS, TN | Baton Rouge, LA

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

RED ROCK FUND, LP

Hedge Fund

$4.4M

Mar 21, 2017

Mar 8, 2012

dropped

021-70310

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HUFFMAN, JOHN, RICHARD

VICE MANAGER AND SECRETARY

yes

02/2001

Mar 27, 2026

HUFFMAN, SUSAN, LOGAN

CHIEF MANAGER

yes

02/2001

Mar 27, 2026

MAGNESS, LON, M.

VICE MANAGER AND CHIEF COMPLIANCE OFFICER

yes

12/2002

Mar 27, 2026

BLACK, DENNESE, YOTHER

ASSISTANT SECRETARY

07/2002

Mar 27, 2026

City

State

Country

Employees

Also broker-dealer

Shreveport

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$1.5B

n/a

2024

Mar 12, 2025

$1.4B

n/a

2023

Mar 26, 2024

$1.2B

n/a

2022

Mar 29, 2023

$1.4B

n/a

2021

Mar 29, 2022

$1.1B

n/a

2020

Mar 29, 2021

$953M

$938M

n/a

2019

Mar 27, 2020

$1.1B

$841M

n/a

2018

Mar 25, 2019

$928M

$714M

n/a

2017

Mar 8, 2018

$974M

$759M

n/a

2016

Mar 21, 2017

$882M

$712M

n/a

$4.4M

2015

Mar 24, 2016

$813M

$660M

n/a

$8.8M

2014

Feb 20, 2015

$750M

$650M

n/a

$8.8M

2013

Mar 6, 2014

$646M

$557M

n/a

$8.8M

2012

Mar 7, 2013

$627M

$556M

n/a

$8.8M

2011

Mar 8, 2012

$571M

$507M

n/a

$8.8M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.5B

$1.4B

4.7%

$1.4B

1.1%