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| Advisor Resource Council
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| CRD # | 164109 |
| SEC # | 801-76667 |
| CIK # | 0001820879 |
| AUM | 3,486.5 M (2026-03-31) |
| Employees | 119 (59% Investors, 42% Brokers) |
| Fees | |
| Minimum | |
| Phone | 972-421-1360 |
| Address | 15110 Dallas Parkway Dallas, TX 75248 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.3 | ||
| J P Morgan Chase & Co | 5.2 | ||
| Nvidia Corp | 4.9 | ||
| SPDR Gold Trust | 4.5 | ||
| Microsoft Corp | 3.0 | ||
| Amazon Com Inc | 2.5 | ||
| Trebia Acquisition Corp | 2.4 | ||
| Alphabet Inc | 2.3 | ||
| Sempra Energy | 2.1 | ||
| Lumentum Holdings Inc | 1.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9,565 | 1.5 |
| (b) Individuals (high net worth individuals) | 2,134 | 1.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 72 | 0.1 |
| (h) Charitable organizations | 38 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 27 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 11,836 | 3.5 |
| By Discretionary | ||
| Discretionary | 10,843 | 3.4 |
| Non-Discretionary | 993 | 0.1 |
| Total | 11,836 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 11,836 | 3.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001820879] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 13 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bryn Mawr Trust Advisors LLC
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|
PA | 3,513.8 M |
|
Equity Investment Corporation
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|
GA | 3,509.6 M |
|
Valley Forge Investment Consultants Inc
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|
PA | 3,492.2 M |
|
Kathmere Capital Management LLC
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|
PA | 3,478.2 M |
|
DoubleLine Alternatives LP
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|
FL | 3,473.8 M |
|
Biltmore Family Office LLC
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|
NC | 3,467.1 M |
|
Carret Asset Management LLC
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|
NY | 3,459.8 M |
|
Tandem Investment Advisors Inc
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|
SC | 3,450.9 M |
|
Wedmont Private Capital LLC
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|
PA | 3,440.7 M |
|
Moors & Cabot Inc
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MA | 3,437.8 M |