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Advisor

Clay Stafford

Reliant Investment Management · Baton Rouge, Louisiana

Clay Stafford is a fee-only financial advisor at Reliant Investment Management in Baton Rouge, Louisiana. Reliant Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmReliant Investment Management
Based in Baton Rouge, Louisiana
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$1.47B across 557 accounts
SEC registration Investment adviser representative in LA, TX · CRD 8028372
Exams passedSeries 65 (2025)
Firm size12 employees
Disclosures None reported
Websitewww.reliantllc.com

How Clay's firm compares

  • Reliant Investment Management's average account is about $2.6 million, from its Form ADV (assets managed divided by 557 accounts).

What fee-only advisors charge

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Questions about Clay

Is Clay Stafford a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Clay holds no broker registration, and Reliant Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Clay charge for financial advice?

Clay's firm, Reliant Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Clay Stafford based?

Clay Stafford is based in Baton Rouge, Louisiana.

Is Clay Stafford registered with the SEC?

Yes. Clay Stafford is registered as an investment adviser representative in LA and TX (CRD 8028372), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Reliant Investment Management manage?

Reliant Investment Management reports $1.47B across 557 accounts in assets under management.

How do I contact Clay Stafford?

Through Clay's website, www.reliantllc.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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