Reliant Consulting & Research, Inc.
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 23
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $0 | — |
| High net worth individuals | 2 | $0 | — |
| Banking or thrift institutions | 0 | $0 | — |
| Pension and profit sharing plans | 20 | $0 | — |
| Charitable organizations | Fewer than 5 clients | $0 | — |
| State or municipal government entities | Fewer than 5 clients | $0 | — |
| Other investment advisers | Fewer than 5 clients | $0 | — |
| Insurance companies | Fewer than 5 clients | $0 | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $0 | — |
| Corporations and other businesses | 1 | $0 | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Rogers Machinery Company, Inc. 401(k) Profit Sharing Plan Rogers Machinery Company, Inc. | Portland, OR | 2024 |
| Williams, Kastner & Gibbs Pllc Retirement Plan Williams, Kastner & Gibbs Pllc | 2024 | |
| Northwest Sheet Metal Workers Supp Pension Plan Bd Of Trustees, Northwest Sheet Metal Workers Supp Pension Plan | 2024 | |
| Zidell Employees Profit Sharing / 401(k) Plan Zidell Marine Corporation | 2024 |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Clark, Daniel | Chief Executive Officer/Chief Compliance Officer | Aug 1998 (28y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Rogers Machinery Company, Inc. 401(k) Profit Sharing Plan | Rogers Machinery Company, Inc. | 371 | $69.8M | 04/01/2024 |
| Williams, Kastner & Gibbs Pllc Retirement Plan | Williams, Kastner & Gibbs Pllc | 83 | $51.5M | 01/01/2024 |
| Northwest Sheet Metal Workers Supp Pension Plan | Bd Of Trustees, Northwest Sheet Metal Workers Supp Pension Plan | 7,556 | $359M | 01/01/2024 |
| Zidell Employees Profit Sharing / 401(k) Plan | Zidell Marine Corporation | 137 | $81.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 856 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
- • Other fees
- • A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Services
- • Pension consulting services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗