DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Reliant Investment Management, LLC
Latest filing Mar 27, 2026
First filing on the tape Nov 8, 2011 · 23 filings
SEC status approved since Mar 26, 2001
RAUM
$1.5B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
31%
$455M individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$184M
derived; firm RAUM over IAPD count
Employees
12
8 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$1.5B as of Mar 27, 2026
Mar 8, 2012$571M then
HNW client RAUM: $20.3M
State-registered IARs (5.B.3)8 as of Mar 27, 2026
Mar 7, 20130 then
Employees (5.A)12 as of Mar 27, 2026
Mar 7, 20138 then
Private funds1 as of Mar 21, 2017
Mar 8, 20121 then
RAUM +4.7% over the last fiscal year+1.1% a year over threeIARs 8 to 8
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- RAUM per advisor
- $184MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $2.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 59%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 4.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +4.7%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- State and municipal entities$817M56%
- Individuals$455M31%
- Banks and thrifts$129M8.7%
- Charitable organizations$37.2M2.5%
- Corporations and businesses$18.8M1.3%
- Pension and profit-sharing plans$15.4M1.0%
- Individual clients
- 255reported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- 7reported
- Accounts
- 557reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.31 fund_share=0.0 institutional_share=0.59 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Susan Logan HuffmanChartered Financial Analyst | Memphis, Tn | Jan 7, 2004 | 36 y | 0 |
| John Richard Huffman | Memphis, Tn | Jan 7, 2004 | 32 y | 0 |
| Lon M. Magness | Memphis, Tn | Jan 26, 2004 | 23 y | 0 |
| Hugh Brian Walmsley | Memphis, Tn | Mar 26, 2004 | 22 y | 0 |
| Emily Marie DaffernerCertified Financial Planner | Memphis, Tn | Sep 11, 2018 | 12 y | 0 |
| Reid Wunderlich WessonCertified Financial Planner, Chartered Financial Analyst | Memphis, Tn | Sep 11, 2018 | 15 y | 0 |
| Alfred Harris Jordan | Memphis, Tn | Oct 22, 2018 | 15 y | 0 |
| Clay Anthony Stafford | Memphis, Tn | Jan 10, 2025 | 24 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Walker Jones to MML Investors Services, LLCJul 28, 2022 · RIA to affiliated broker-dealer or bank
Joined, latest
none on the tape
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Red Rock Fund, LPno longer reported | Hedge Fund | $4.4M | 14 | Mar 8, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Richard John Huffman · Vice Manager And Secretarycontrolsince 02/2001 · owns 25% to 50%
- Logan Susan Huffman · Chief Managercontrolsince 02/2001 · owns 25% to 50%
- M. Lon Magness · Vice Manager And Chief Compliance Officercontrolsince 12/2002 · owns 10% to 25%
- Yother Dennese Black · Assistant Secretarysince 07/2002 · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Memphis, Tn · principal | 8 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Shreveport, LA1 employees
What changed
consecutive filings, newest first
- Accounts · 556 to 557Mar 12, 2025 to Mar 27, 2026
- Corporate clients · 7 to 6Mar 12, 2025 to Mar 27, 2026
- Discretionary RAUM · $1.4B to $1.5BMar 12, 2025 to Mar 27, 2026
- Individual RAUM · $421M to $455MMar 12, 2025 to Mar 27, 2026
- Non-discretionary RAUM · $13.5M to $15.4MMar 12, 2025 to Mar 27, 2026
- Pension RAUM · $13.5M to $15.4MMar 12, 2025 to Mar 27, 2026
- RAUM · $1.4B to $1.5BMar 12, 2025 to Mar 27, 2026
- Wrap assets (manager) · 2307460.0 to unsetMay 16, 2024 to Mar 12, 2025
- Wrap assets (sponsor) · 0.0 to unsetMay 16, 2024 to Mar 12, 2025
- Accounts · 544 to 556May 16, 2024 to Mar 12, 2025
- Advisory employees · 7 to 8May 16, 2024 to Mar 12, 2025
- Charity clients · 12 to 7May 16, 2024 to Mar 12, 2025
- Corporate clients · unset to 7.0May 16, 2024 to Mar 12, 2025
- Individual clients · 243 to 255May 16, 2024 to Mar 12, 2025
- Employees · 10 to 12May 16, 2024 to Mar 12, 2025
- Financial planning clients · 51-100 to 51-100May 16, 2024 to Mar 12, 2025
- Discretionary RAUM · $1.3B to $1.4BMay 16, 2024 to Mar 12, 2025
- Individual RAUM · $380M to $421MMay 16, 2024 to Mar 12, 2025
- Non-discretionary RAUM · $12.2M to $13.5MMay 16, 2024 to Mar 12, 2025
- Pension RAUM · $12.2M to $13.5MMay 16, 2024 to Mar 12, 2025
- RAUM · $1.3B to $1.4BMay 16, 2024 to Mar 12, 2025
- Accounts · 540 to 544Mar 26, 2024 to May 16, 2024
- Charity clients · 11 to 12Mar 26, 2024 to May 16, 2024
- Assets in custody · 1014043.0 to unsetMar 26, 2024 to May 16, 2024
- Custody of client assets · true to falseMar 26, 2024 to May 16, 2024
- Discretionary RAUM · $1.2B to $1.3BMar 26, 2024 to May 16, 2024
- Individual RAUM · $370M to $380MMar 26, 2024 to May 16, 2024
- Non-discretionary RAUM · $11.9M to $12.2MMar 26, 2024 to May 16, 2024
- Pension RAUM · $11.9M to $12.2MMar 26, 2024 to May 16, 2024
- RAUM · $1.2B to $1.3BMar 26, 2024 to May 16, 2024
- Wrap assets (manager) · $2.7M to $2.3MMar 26, 2024 to May 16, 2024
- Accounts · 509 to 540Mar 29, 2023 to Mar 26, 2024
- Charity clients · 8 to 11Mar 29, 2023 to Mar 26, 2024
- Corporate clients · 7.0 to unsetMar 29, 2023 to Mar 26, 2024
- Individual clients · 233 to 243Mar 29, 2023 to Mar 26, 2024
- Assets in custody · $35.7M to $1.0MMar 29, 2023 to Mar 26, 2024
- Discretionary RAUM · $1.4B to $1.2BMar 29, 2023 to Mar 26, 2024
- Individual RAUM · $375M to $370MMar 29, 2023 to Mar 26, 2024
- Non-discretionary RAUM · $11.1M to $11.9MMar 29, 2023 to Mar 26, 2024
- Pension RAUM · $11.1M to $11.9MMar 29, 2023 to Mar 26, 2024
Signals
2 dated events
- Reliant Investment Management, Llc reported RAUM $1.5B, up 31% from $1.1B (2022-03-29 to 2022-08-30)Aug 30, 2022 · RAUM change · derived
- Walker Jones left Reliant Investment Management, Llc for Mml Investors Services, Llc (registered 2022-09-07)Jul 28, 2022 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@reliantllc.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 225-210-8893reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 901-843-0325reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 318-990-0401reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/reliant-investment-management/aboutreportedpublic record, Form ADV, Sep 18, 2026
- Website
- RELIANTLLC.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 901-843-0600reportedpublic record, Form ADV, Mar 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $184Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026