CRD: 297369
Reliant Investment Partners, LLC
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Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-28-2018
- Office Locations
- 2
Office Locations
About Reliant Investment Partners, LLC
Reliant Investment Partners provides personalized financial planning and wealth management for business owners, corporate executives, families, physicians, retirees, and women investors. The firm builds goal- and risk-based portfolios using active management and asset allocation across ETFs, mutual funds, fixed income, and select alternatives/annuities, with client assets custodied at Raymond James.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT JAY WAGLER
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #5619708
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JOHN PATRICK HUTCHINSON
Owner, President
- CRD
- #2822638
Lorin Noelle Wagler
--
- CRD
- #7711607
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $268,274,719 | $243,665 |
| Non-Discretionary | $0 | -- |
| Total | $268,274,719 | $243,665 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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