Item 5 – Fees and Compensation ................................................................................................................... 1 Item 6 – Performance-Based Fees and Side-By-Side Management………................................................... 2 Item 7 – Types of Clients .............................................................................................................................. 3 Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss ...…................................................ 3 Item 9 – Disciplinary Information ................................................................................................................. 3 Item 10 – Other Financial Industry Activities and Affiliations ..................................................................... 4 Item 11 – Code of Ethics, Interest in Client Transactions, and Personal Trading ……................................ 4 Item 12 – Brokerage Practices........................................................................................................................ 4 Item 13 – Review of Accounts....................................................................................................................... 6 Item 14 – Client Referrals and Other Compensation..................................................................................... 6 Item 15 – Custody.......................................................................................................................................... 6 Item 16 – Investment Discretion.................................................................................................................... 7 Item 17 – Voting Client Securities……......................................................................................................... 7 Item 18 – Financial Information..................................................................................................................... 8 RELIANT INVESTMENT MANAGEMENT, LLC (Reliant) is a registered investment adviser that was organized in 2001. The principal owners are Susan L. Huffman, John R. Huffman, and Lon M. Magness, who are each employed by the firm and are actively engaged in the business of the firm. Reliant provides investment management and investment consulting services. While Reliant is not a financial planning firm, the investment management process does, however, include assessing a client’s tolerance for risk and the impact of different portfolio structures on estimated future wealth and income. The primary advisory service provided by Reliant (between 75% and 100%) is discretionary investment management, conducted within guidelines agreed upon between Reliant and each client. A portion of Reliant’s business, approximately one percent (1%), is non-discretionary investment management.

As of December 31, 2023, client assets managed on a discretionary basis were approximately $1,231,441,061 and client assets managed on a non- discretionary basis were approximately $11,930,771. Reliant actively manages investment portfolios for its clients that generally consist of stocks, bonds, mutual funds, and other investment securities. Reliant tailors the advisory services provided to the needs and objectives of each client. Services include setting asset allocation targets to determine the appropriate mix of stocks, bonds, reserves, and other asset classes, giving consideration to client needs and market conditions. Option and other strategies are also utilized by Reliant when appropriate. The trading of stocks and bonds is an integral part of Reliant’s investment management process. Client consultations are conducted on an ongoing basis to ensure that the client objectives are up-to-date. Clients may impose limitations on investing in certain securities or types of securities, which are administered on a case by case basis. Reliant provides other account management services not involving investment supervisory services. This is similar to other management services, except that the interface with the client is handled by another investment professional such as a broker, a consultant, or a financial planning professional. The other investment professional works with the client to determine individual needs and objectives, and they are aware of the client’s total portfolio, risk tolerance, and asset allocation. The investment professionals are familiar with Reliant and consider the firm’s investment strategies to be an appropriate fit for the client. In such cases, Reliant often manages a portion of the client’s total portfolio based on a specific mandate or in a manner consistent with instructions provided by the other investment professional. Reliant also provides investment consulting services. This includes, for example, one-time portfolio evaluations, assisting clients in making choices on 401k plans, or other services utilizing the investment expertise of Reliant. This is a smaller proportion of Reliant’s business and can vary from year to year. Reliant compensates third parties for the administrative services rendered by payment of a portion of the annual advisory fee paid to Reliant by the retirement plan. This arrangement has been disclosed to the clients. Reliant participates in wrap fee programs by providing portfolio management services. Accounts managed under these programs are managed using the same strategies and methods used to manage other portfolios. For these relationships, the wrap fee program sponsors calculate and collect the fees from the clients. Reliant subsequently receives a portion of the total fee, or “wrap fee” for its services from the program sponsors.