RIA Intel›Advisers›California›RELIANCE INVESTING, INC.

RELIANCE INVESTING, INC.

Advisory

SACRAMENTO, CA

Data as of Apr 2, 2026 · Source: SEC Form ADV

Rank in CA

#3,893

of 5,480 advisers by AUM

Average account

$400K

across 80 accounts

AUM per adviser

$11M

3 advisers

Source: SEC Form ADV. Figures as filed Apr 2, 2026.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$32M

Discretionary AUM$32M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients80

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, UT, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

80 clients

The full client-type breakdown and the share of AUM each category represents.

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