Firm profile

RELIANT INVESTMENT PARTNERS, LLC

PINEHURST, NCCRD 297369Latest ADV March 11, 2026

Reliant Investment Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pinehurst, NC. Its latest Form ADV filing, dated March 11, 2026, reports $268M in regulatory assets under management, 6 employees, 1 office, and 1,101 accounts.

Assets Under Management
$268M
Employees
6
Offices
1 office
Total Clients
696
Primary office
PINEHURST, NC
293 OLMSTED BLVD, SUITE 11B-4, PINEHURST, NC, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(910) 363-1010
WebsiteNot reported
LinkedInNot reported

Leadership

1 roles identified
CCORobert J. Wagler

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 82.6% of total clients.
Top client categories% of clientsClients
1
Individuals
82.6%
575
2
HNWI
15.7%
109
3
Charitable
1.3%
9
4
Corporations
0.4%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$268Mas of March 11, 2026
Discretionary100.0%
$268M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$268M
Total Accounts1,101
10Y AUM Change+$268M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee116:1
10Y Employee Change+5 (+500.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.