Susan Huffman
Reliant Investment Management · Memphis, Tennessee
Susan Huffman is a fee-only financial advisor at Reliant Investment Management in Memphis, Tennessee, who holds the CFA credential. Reliant Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Reliant Investment Management |
|---|---|
| Based in | Memphis, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.47B across 557 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TN, TX · CRD 2033809 |
| Exams passed | Series 63 (1990) · Series 65 (1994) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.reliantllc.com |
How Susan's firm compares
- Reliant Investment Management's average account is about $2.6 million, from its Form ADV (assets managed divided by 557 accounts).
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Questions about Susan
Is Susan Huffman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Susan 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 Susan charge for financial advice?
Susan's firm, Reliant Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Susan Huffman based?
Susan Huffman is based in Memphis, Tennessee.
What credentials does Susan Huffman hold?
Susan Huffman holds the CFA credential.
Is Susan Huffman registered with the SEC?
Yes. Susan Huffman is registered as an investment adviser representative in TN and TX (CRD 2033809), 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 Susan Huffman?
Through Susan'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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