Reliance Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Reliance Asset Management LLC provides co-advisory asset management services to individuals, high‑net‑worth clients, trusts and estates by working with a third‑party portfolio manager. The firm assists clients in selecting model portfolios and implements ongoing discretionary model selection on behalf of clients.
RAM’s investment approach centers on model portfolios offered by its third‑party manager, which primarily use no‑load mutual funds, exchange‑traded funds, individual equities and cash instruments; the firm does not pick individual securities within those models. Client accounts are reviewed periodically, and the firm documents client goals and risk tolerances to guide model choice and rebalancing decisions.
Distinctive features include an affiliation with an insurance business: the firm’s managing member is a licensed insurance agent who spends a minority of his time selling insurance and receives commissions, a practice disclosed as a potential conflict of interest. The firm also commonly selects and refers clients to third‑party managers (including a named TPM), receiving a share of manager fees and certain non‑cash benefits such as technology and marketing support; additionally, RAM reports no assets under management and is newly registered.
Client services
Expertise
Fee options
All Assets - All Assets: 1.20% annually for Strategic, Tactical, Allocation & Defined Outcome Portfolios (RAM's portion) All Assets - All Assets: 1.00% annually for Private Wealth Portfolios (RAM's portion) All Assets - All Assets: 0.60% annually for Preservation Portfolios (RAM's portion)
RAM's managing member is a licensed insurance agent and receives commissions from insurance product sales
Minimum fee: $15 Quarterly Service Fee per account or investment strategy
Main office
7384 Davison Rd
Davison MI 48423
Advisors at this office
3
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Lance A
Series 65
Davison, MI
Reliance Asset Management LLC
Lance Arnold is a financial advisor at Reliance Asset Management LLC and holds a Series 65 designation. He has one year of experience in the financial industry and has worked at Senior Care of Michigan for ten years. Outside of advisory work, he has a background in senior care services. Reliance Asset Management LLC provides co-advisory asset management services to individuals, high-net-worth clients, trusts, and estates by partnering with a third-party portfolio manager. The firm focuses on model portfolios consisting of no-load mutual funds, ETFs, individual equities, and cash instruments, regularly reviewing client accounts to align investments with documented goals and risk tolerances.
Travis M
Series 65
Davison, MI
Reliance Asset Management LLC
Travis Maxon is a financial advisor at Reliance Asset Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at Gradient Advisors LLC and Reliance Asset Management LLC since 2022 and 2026, respectively. Outside of his advisory roles, Maxon is involved in insurance sales through Senior Care of Michigan. Reliance Asset Management LLC provides co-advisory asset management services to individuals, high-net-worth clients, trusts, and estates by working with third-party portfolio managers. The firm focuses on model portfolio selection and ongoing discretionary management using primarily no-load mutual funds, ETFs, individual equities, and cash instruments.
Todd H
Series 65
Davison, MI
Reliance Asset Management LLC
Todd Hulliberger is a financial advisor at Reliance Asset Management LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Reliance Asset Management since 2026 and Gradient Advisors since 2019. Additionally, he has been involved in insurance sales at Senior Care of Michigan since 2006. Reliance Asset Management LLC provides co-advisory asset management services to individuals, high-net-worth clients, trusts, and estates by collaborating with a third-party portfolio manager. The firm focuses on model portfolios that use no-load mutual funds, ETFs, individual equities, and cash instruments, with ongoing discretionary model selection and periodic client account reviews.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")