Reliant Investment Partners provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Reliant Investment Partners reports 696 clients. They include 575 individual clients, 109 high-net-worth individuals and 9 charitable organizations. Of its assets, 100.0% ($268M across 1,101 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 83% | 37% |
| High-net-worth individuals | 16% | 50% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | 1% | 13% |
| Corporations and other businesses | <1% | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 575 | $98.4M | 36.7% | $171K |
| High-net-worth individuals | 109 | $135M | 50.3% | $1.24M |
| Pension and profit-sharing plans | Fewer than 5 | $548K | 0.2% | — |
| Charitable organizations | 9 | $33.8M | 12.6% | $3.76M |
| Corporations and other businesses | 3 | $507K | 0.2% | $169K |
| Total | 696 | $268M | 100% | — |
- Clients
- 575
- Regulatory AUM
- $98.4M
- AUM share
- 36.7%
- Avg. per client
- $171K
- Clients
- 109
- Regulatory AUM
- $135M
- AUM share
- 50.3%
- Avg. per client
- $1.24M
- Clients
- Fewer than 5
- Regulatory AUM
- $548K
- AUM share
- 0.2%
- Avg. per client
- —
- Clients
- 9
- Regulatory AUM
- $33.8M
- AUM share
- 12.6%
- Avg. per client
- $3.76M
- Clients
- 3
- Regulatory AUM
- $507K
- AUM share
- 0.2%
- Avg. per client
- $169K
Total
- Clients
- 696
- Regulatory AUM
- $268M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Reliant Investment Partners charges up to 2.00% a year for its Investment Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is a fixed fee of $750.00 to $10,000.00, negotiable, or an hourly fee up to $350.00 per hour depending on scope and complexity.
Robert Wagler owns 75% or more of Reliant Investment Partners. It has 6 employees, 3 of them in advisory roles.
Leadership
- Robert WaglerMember and CCO
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- John Patrick Hutchinson
- Lorin Noelle Wagler
- Robert Jay Wagler
Staff
- 6 employees
- 3 in advisory functions
- 3 state-registered reps
- 2 insurance agents
- Owns 75% or more of Reliant Investment Partners, LLC
Robert Wagler
Control person · since May 2018
Reliant Investment Partners’ regulatory assets grew 1.6× from $172M (March 2021) to $268M (March 2026); clients rose from 491 to 696 and employees from 2 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $268M | 696 | 6 | 2 |
| February 2025 | $235M | 627 | 6 | 2 |
| April 2024 | $190M | 613 | 6 | 2 |
| March 2023 | $168M | 573 | 6 | 2 |
| March 2022 | $197M | 558 | 2 | 2 |
| March 2021 | $172M | 491 | 2 | 2 |
Besides its headquarters, Reliant Investment Partners has 1 office, with 2 listed addresses in North Carolina.
North Carolina · 2 listed addresses
- 293 Olmsted BLVD, Suite 11b-4, PinehurstHQ
- 108 N. Hancock Street, Rockingham
Other business names
Reliant Investment Partners has reported 4 other business names to the SEC.
- Great Falls Wealth Management
- Wealth & Financial Advocate Group
- Wealth & Financial Advocates
- Wealthfa
Contact and registration details
- Legal name
- Reliant Investment Partners, LLC
- Headquarters
- 293 Olmsted BLVD, Suite 11b-4, Pinehurst, NC 28374
- Website
- greatfallswealth.com
- Phone
- 910-363-1010
- SEC file
- 801-113515
- Structure
- North Carolina LLC
- Fiscal year end
- December
Reliant Investment Partners uses Raymond James ($268M) as custodian for its separately managed accounts. Reliant Investment Partners has custody of $1.6M in client assets for 6 clients.
- Raymond JamesRaymond James Financial Services, Inc. · St. Petersburg, FL · $268M100%
At year end, Reliant Investment Partners’ separately managed accounts were mostly in stocks (54%) and funds (26%). Its reported 13F holdings for the quarter ended 30 June 2026 total $147M across 126 positions; the largest are Nvidia Corporation (11.5%), Vanguard Index Fds (5.4%) and Duke Energy Corp. New (5.4%).
What the accounts hold
- Stocks54%
- Funds26%
- Bonds1%
- Cash18%
- Other1%
- Annuities and reits1%
Reported 13F holdings
- $147M
- Reported 13F value
- 126
- Positions
- 44.0%
- In the 10 largest
- +21.8%
- Value vs. prior quarter
- Nvidia Corporation11.5%
- Vanguard Index Fds · S&P 500 ETF Shs5.4%
- Duke Energy Corp. New5.4%
- Truist Finl Corp.5.0%
- Apple Inc.4.0%
- Fidelity Covington Trust · MSCI Info Tech I3.2%
- Eli Lilly & CO2.5%
- KLA Corp.2.5%
- Crowdstrike Hldgs Inc. · CL A2.4%
- Lowes Cos Inc.2.1%
Together, the ten largest are 44.0% of reported value.
How many clients does Reliant Investment Partners have?
Reliant Investment Partners has 696 clients and manages $268 million for them, as of March 2026. They include 575 individual clients, 109 high-net-worth individuals and 9 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 March 2026
What services does Reliant Investment Partners offer?
Reliant Investment Partners provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Reliant Investment Partners charge?
Reliant Investment Partners charges up to 2.00% a year for its Investment Management Services. The fee is billed in advance and is negotiable.
Which custodians does Reliant Investment Partners use?
Reliant Investment Partners’ separately managed account assets are held at Raymond James Financial Services, Inc. (St. Petersburg, FL), with $268M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 March 2026
How many financial advisors does Reliant Investment Partners have?
Reliant Investment Partners has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Reliant Investment Partners invest in?
At the end of its last fiscal year, Reliant Investment Partners’ separately managed accounts held 54% exchange-traded equities, 26% registered funds (mutual funds, ETFs, BDCs), 18% cash and equivalents, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: Annuities and Reits.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Reliant Investment Partners?
Reliant Investment Partners’ direct owner is Robert Wagler (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 March 2026
How does Reliant Investment Partners get paid?
Reliant Investment Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Reliant Investment Partners?
Reliant Investment Partners’ main office is at 293 Olmsted BLVD, Suite 11b-4, Pinehurst, NC 28374. Its phone number is 910-363-1010. Its website is greatfallswealth.com.